Job Description
We are looking for an experienced Premier Relationship Manager to serve our highest value customers and drive growth.
Principal Responsibilities
- The role is a customer-facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical.
- Acquire, cross‑sell, and retain a portfolio of Premier customers, working with the broader branch and direct teams to achieve business performance measures and plans.
- Actively manage a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
- Acquire new to HSBC customers and upgrade existing HSBC customers to Premier, becoming the trusted adviser to that portfolio.
- Review the portfolio to identify cross‑selling opportunities and embed customer loyalty by meeting their needs.
- Identify non‑qualifiers, attract bus...