Sales Support Officer Alabang

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 Sales Support Officer – Alabang Branch.

Work Style: Office

Role Purpose

The role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of customer service are critical to the success of the business. 

The role holder’s primary responsibility is to assist Wealth Sales Team in sustaining and maintaining profitable client relationships. The Sales Support Officer – Wealth Hub will be assigned to a specific Wealth Hub. They will be assisting in achieving the WRM’s primary targets assigned based on Wealth’s key strategic imperatives (i.e. expand the Premier client base, increase total Funds Under Management, produce asset sales, and generate a target level of revenue) through but not limited to delivering a superior level of customer service and personal attention

Impact on the Business / Function

Contribute to the achievement of Premier, Wealth and Assets sales and service goals and bottom line

·  Able to proactively explain products and risk assessment in assisting client purchase of WMT products 
·  Assists in acquiring new clients by generating leads from existing clients referrals or CRMS leads
·  Cross-sell various financial products to improve targeted penetration rates and reach Wealth targets
·  Minimise attrition in the Wealth hub portfolio through excellent account handling 
·  Proactively assisting the team in generating MI report in order to help do hub tactical strategies
·  Taking a lead in doing data clean up and other task as deemed necessary to help achieve hub over all targets. 
Customers / Stakeholders 

Ensure consistent excellent, personalised service is delivered to Wealth clients, assist in completion of documentation and other requirements and contribute to the continuous improvement of the HIIB’s processes and standards 

·  By proactively contacting clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships
·  Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.) 
·  Provide excellent account handling service and administrative support 
·  Able to handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them
·  By ensuring that client transactions and interactions meets all compliance/audit, sales quality and CARE standards (i.e. preparation of wealth documents, follow up necessary documents, handover to Bank and v.v.)
The jobholder has prime responsibility for:

·  Assist Wealth Sales Team in sustaining and maintaining profitable client relationships
·  Support the Head of Investment and Insurance Sales/Wealth Sales Team Head in daily administrative work such as but not limited to:
·  Bank car schedules
·  RM appointment schedules 
·  Daily sales reporting/huddles
·  Compilation of business permit requirements
·  Data request with D&A 

·  Handle orphaned clients temporarily until an RM is identified to handle clients
·  Compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organization as applied to the implementation of the RBWM strategy in their country.

Information

Qualifications

·  Degree holder is preferred
·  Excellent customer service skills
·  Has a customer-centric attitude
·  Strong interpersonal communication skills
·  A strong sense of ownership, responsibility and accountability
·  Strong organizational skills
·  Ability to quickly learn and pick up HIIB guidelines and policies
·  Abreast with current financial, business and economic news     
Should you wish to learn more about the vacancy, you may reach out to the hiring manager, Crissy ASUNCION crissyasuncion@hsbc.com.ph

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Investment & Insurance Brokerage Philippines Inc.