Premier Elite Relationship Officer

Job description

Job Advert Details

【加入滙豐 成就職涯】
我們理想遠大，加入滙豐，您將成就更多！

如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。
If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.

HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

Purpose of the Job:
- The Premier Elite is a strategic priority for HSBC and the role of Elite Relationship Officer is a key supporting role in the achievement of the objectives.
- The jobholder is expected to support Elite RMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC.
- This role is a part of the Elite relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier Elite clients and increase Elite Relationship Manager's (Elite RM's) client facing time.
- The role provides dedicated support to a team of Elite Relationship Managers (Elite RM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day-to-day contact with their clients in the delivery of the proposition objectives.
- In order to deliver client centric service, this role is identified as a point of contact for clients and in the absence of the Elite RM, this role will be the first point of contact for the client.
- In order to deliver a high quality service to our highest value personal clients, the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.

Key responsibility of the Job:
- Provide high quality sales support to a team of Elite RMs mainly focused on getting appointments for Elite RMs and supporting Elite RMs in servicing their clients.
- Reduce the time spent on process and administrative tasks by Elite RMs to increase Elite RMs’ capacity.
- Support Elite RMs to meet customer expectation in terms of efficiency, accuracy, timeliness, and professionalism of response, to achieve agreed KPI objectives and expectations.
- Provide sales support to Elite RMs, including to prepare and complete sales documents and to manage data input and report generation.
- Effective use of tools and information to deliver satisfied clients service with expected result .
- Assist Elite RMs to ensure multiple channels fully utilized by customers.

Information

- Influencing and client-oriented communication skills.
- Professional and regulatory qualifications as required by market (refer to the latest license table on intranet).
- Ambitious about providing the highest service standards of delivery to colleagues and customers.
- Ambition of maintaining excellent customer experience and ability to deliver these with courage and tenacity.
- Making considered decisions that protect HSBC and the business.
- 大專以上畢
- 具備信託業業務人員證照
- Officer 須具備外匯業務經辦及覆核人員
- 具金融業工作經驗
- 良好人際互動、溝通及解決問題能力
- 積極主動、有業務潛質
- 熟悉銀行法規及金融業系統
- 具基本英文溝通能力尤佳