Premier Manager - HBAP Cebu Branch

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Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Premier Manager - HBAP Cebu Branch

The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

The role holder has a responsibility to acquire, have close liaison with colleagues from other lines of business and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by Wealth and Personal Banking). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them.

It will also entail reviewing the portfolio regularly to identify business segments opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives, the role holder will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goals.

In delivering the business objectives the role holder must also:

Maintain the levels of operational integrity required by the GroupClosely manage individual performanceContribute to and maintain an environment where the wider Branch team is able to maximize performance in order to achieve the Wealth and Personal Banking business objectives whilst providing the highest quality service

The role holder is accountable for the performance of his or her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by HSBC Group.

Work Style: Flexi Office

In this role, you will:

Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial goals 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 to advice them on the products and services that help them achieve their goals Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Monitor and act on daily sales activity management information and other internal information toolsEstablish and agree client contact strategies in line with Group operating modelsFully utilize Client Relationship Management data, ensuring all client information is complete and kept up to date

To be successful in this role, you should meet the following requirements:

Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.Evidence of strong sales results in insurance and investment products. Strong technical skills in wealth management.Relationship management experience with high net worth clients.Strong communication, client focus and influencing skills. Able to communicate well in English and local languages.Strong sales orientation, networking and portfolio management skills.Sound knowledge of financial services products and services and the client relationship management system. Understanding of business banking client segment and products and services.Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

You’ll achieve more when you join HSBC.

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Issued by The Hongkong and Shanghai Banking Corporation Limited.