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, advise, 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 RBWM). 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 regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier Relationship Advisors and Premier Wealth Advisors to best meet the client’s needs. The identification and referral of opportunities for wealth reviews and solutions are amongst the key activities to achieve goals and in compliance with local regulatory requirements. In order to deliver the business objectives, PRM 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. In delivering the business objectives, PRM must also maintain the levels of operational integrity required by HSBC Group, closely managing individual and collective performance of the wider team. Creating and maintaining an environment and relationships where the wider Branch team maximizes performance in achieving RBWM business
Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions. Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes. Relationship management experience with high net worth customers or equivalent. Bachelor’s degree or equivalent experience. Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60 day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact). Licenses are required to discover and refer investment and insurance opportunities with potential and existing customers. Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills. Strong relationship management/building, customer service, time management and prioritization skills. Broad knowledge of financial services products and services. Ability to use customer relationship management systems. Understanding of business banking customer segment and products and services appropriate to compliment Premier offerings. A strong sense of ownership, responsibility and accountability. An excellent understanding of financial planning, wealth management and understanding client needs. Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)
Internal Number: 0000F2H2
HSBC was born from one small idea: a local bank serving international needs. We started our business in Hong Kong in 1865. In 2015, HSBC celebrates its 150th year anniversary. Over the years, HSBC grew through expanding its branch network, offering new products and establishing its own investment banking arm.
We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people fulfill their hopes and realize their ambitions.
• Located in 72 countries and territories
• Serving around 48 million customers
• Supported by over 268,000* people
• Head office in US is New York City
We aim to be dependable, open and connected in everything we do. We want to ensure that our employees feel able to stand up for what is right, highlight potential risks and act with integrity, even when faced with pressure to act otherwise. By doing so, we will be able to meet expectations of society, customers, regulators and investors. To make sure everybody at HSBC lives up to these values, they are a part of everyone's annual performance review.
At HSBC, you will find that we are dependable, o...pen to different ideas and cultures, and connected to customers, communities, regulators and each other. Our culture has a family feel to it – our employees are encouraged to work together to reach a common goal. This idea is supported and encouraged at the leadership level and passed down.
Our size and global reach mean more opportunities for you to grow your career with us.
We are looking for forward-thinking, driven, perceptive candidates to help our customers realise their hopes, dreams and ambitions.
This means people who are dependable, open to different ideas and cultures, and enjoy being part of a team; people who have the potential to become the future leaders of HSBC.
We encourage you to drive your own development and build your network within your office and around the world.
We provide the opportunities for you to connect with customers, colleagues and the communities in which we operate.