Job Description
We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager – Cebu. The role is a client‑facing position 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, cross‑sell and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of business performance measures and plan. This will be achieved by active management of a portfolio, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. The role also entails reviewing the portfolio regularly to identify cross‑selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners. Contracts and referrals of non‑qualified business shall fo...