Premier Relationship Officer Alabang Branch

Job description

Job Advert Details

Some Careers Grow Faster Than Others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise and local knowledge, our Banking teams connect clients to the products and services that meet their global financial needs.

We are currently seeking a high caliber professional to join our team as a Premier Relationship Officer - Alabang Branch.

Work Style: Office

Role Purpose

This role is a part of the Premier relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier clients and increase Premier Relationship Manager’s (PRM’s) client facing time. The role provides dedicated service to Premier clients in fulfilling their banking needs and support to a team of Premier Relationship Managers (PRM) 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.

To deliver client centric service, this role is identified as one of the points of contact for clients in the absence of the PRM. In addition, the Premier Relationship Officer may provide credit/lending support to the PRM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.

Summary of main activity-areas and accountabilities 

Impact on the business

·  Provide high quality support to the Premier clients. Mainly focused in servicing their clients’ banking requirements and getting appointments for the PRMs.
·  Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity 
·  To manage client, contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact 
·  Provide sales support to PRMs including preparing and completing bank documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement 
Clients/Stakeholders

·  Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimize referrals to the PRM for routine transactions. Able to handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them.
·  Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools
·  Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
·  Maintains a basic understanding and technical knowledge of relevant products and services 
·  Support PRMs to execute suitable solutions for product areas responsible 
Leadership and teamwork

·  Communicate effectively and works well with other teams within WPB/Customer Channels such as Branch, CCOS, Contact Center, DBS, and other relevant partners that impact the client’s experience of HSBC; in order to ensure a consistent approach and application of Premier standards 
·  Efficiently manages time in order to support different PRMs concurrently.
·  Proactively identifies opportunities/issues and provides feedback to business partners to improve products and service processes

Information

Qualifications:

·  Strong interpersonal and empathy skills with strong decision making and ability to deliver
·  Minimum of two years working in financial services industry
·  Previous experience in Retail/Premier sales preferred
·  Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
·  Understanding of relationship management systems (CRMS)
·  Solid knowledge of appropriate branch operational procedures
·  Money Laundering Awareness Certificate held
·  Knowledge of relevant regulatory governance in market 
·  Good knowledge of HSBC and personal banking 
·  Team player with collaborative skills
·  Knowledge of local and Group compliance regulations
·  Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
Should you wish to learn more about the vacancy, you may reach out to the hiring managers, Ma Cristina B Dumayas and Ivan Andrada Valencia

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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Issued by The Hongkong and Shanghai Banking Corporation Limited.