Premier Wealth Relationship Manager

Job description / Role

Employment: Full Time

Premier Wealth Relationship Manager

We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an experienced professional to join our team.

Role Purpose:

• This is a client-facing role managing the highest value clients.
• Professionalism, client focus, and broad financial planning knowledge are critical.
• The role involves acquiring, developing, and retaining relationships with Premier clients.
• Working with branch and direct teams to achieve business performance goals.
• Actively managing a portfolio of Premier clients and acquiring new HSBC clients.
• Upgrading existing clients by becoming their trusted financial advisor.
• Regularly reviewing portfolios to ensure suitability and client loyalty.
• Referring non-qualified business and attracting new clients through quality service.
• Identifying wealth review opportunities and delivering wealth solutions as an advisor.
• Maintaining operational integrity and managing individual/team performance to WPB goals.

Duties & Responsibilities:

• Maximize profit and achievement of the growth of Premier client's portfolio.
• Achieve agreed KPI objectives by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
• Effective use of tools and information to drive client service delivery and WPB performance.
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and external professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider branch team in support of business goals.
• Establish and agree client contact strategies in line with Group operating models.
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
• Own the client relationship with HSBC.
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group.
• Maintain highest standard of excellence in client service across the team and with individual portfolio - ongoing analysis of client portfolios through marketing of ideas and researching clients.
• Monitor client satisfaction data implementing portfolio level improvements.
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
• Work as part of an integrated branch management team to ensure standards are met and operating models delivered.
• Proactively support others through direct and indirect actions beyond activities particular to this role.
• Collaborate with the wider team to deliver the branch WPB performance measures and plan to support the multi-channel client journey.
• Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs.
• Ensure that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines.
• Agree and manage lending facilities within any agreed Approval Authority (RAA).
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss.
• Adhere to selling process and sales quality requirements.
• Ensure that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy lending guidelines.
• Proactively assist management in identifying and containing money laundering compliance risk through reporting of suspicious customers to MLCO/ACO.
• Strictly follow and implement with accuracy KYC and SCC due diligence information for individuals from sanction and sensitive countries.
• Provide quality responses for CAMP, SCDM and WOLF alerts and raise and investigate suspicious activity reports and sanctions related compliance referrals.
• Complete all mandatory compliance training on time and attend the BMLCO trainings.
• Manage information risk including adherence to ISR policy and completion of ISR mandatory trainings.
• Be alert to operational risk losses during the execution of day-to-day responsibilities.

Company Industry: Finance, Investment & Asset Management

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