Premier Direct Associate

Job description

The role of the Premier Direct Associate 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, develop and retain relationships with Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and customer satisfaction.

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 reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients' needs and embed client loyalty by meeting their needs either directly or through other internal business partners.

Your responsibilities will include:
· Build effective relationships with clients to retain and develop sustainable relationships
· Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
· Effective use of tools and information to drive client service delivery and RBWM performance
· Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
· Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group

Desired profile

Qualifications :

The ideal candidate for this role will have:
·  Experience working a customer focused environment
·  Experience working in relevant environment/s, i.e. an ability to deliver creative and flexible customer solutions is desirable but not essential
·  Experience working in relevant market/context, i.e. Good knowledge of the global financial market and preferable experience looking after high net-worth customer accounts is desirable but not essential
·  Past working experience in a relevant role, i.e. Premier Wealth Associate/ Premier Associate is desirable but not essential
·  Previous experience of delivering an excellent customer service
·  Achieved targets and met expectations whilst supporting and encouraging others to do the same
·  Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered

The base location for this role is Jersey.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.