Job Description
Role Overview
Premier Relationship Banker within International Wealth and Premier Banking (IWPB) will work with colleagues to define, manage and achieve divisional business targets.
Responsibilities
- Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management.
- Drive revenue and AUM growth expectations through holistic financial planning.
- Ensure a high level of sales and services of HSBC retail products based on needs‑based selling.
- Refer mortgage business to Mortgage Arranger (MA).
- Ensure best practice on wealth sales is being referred to peers and others.
- Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered to at all times.
Qualifications
- Candidate with experience in relationship management of High Net Worth clients is preferred.