Virtual Relationship Manager - Retail Banking and Wealth Management

Job description

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.
 
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
 
We are currently seeking a high caliber professional to join our team as Virtual Relationship Manager.
 
Principal responsibilities
Achieve the Retail Banking and Wealth Management performance metrics
Work closely with other departments to ensure that customers’ instructions are executed correctly and in a timely manner
Identify customers’ financial and other banking needs and make referrals to others where appropriate
Build effective relationships with clients to retain and develop sustainable relationships
Establish and agree client contact strategies in line with Group operating models
Support branch improvement initiatives, provide customer feedback of our service and sales offering and ensure compliance with audit requirements and sales quality assurance
Drive market leading standards for conduct and controls in line with HSBC Values and expectations
Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients
Improve customer experience by collating customer feedback, identifying deficiencies in areas like operational, administrative, processes and competitiveness of products and services

Desired profile

Requirements
University degree in relevant discipline
Appropriate insurance and investment product sales licenses
Solid years of financial services working experience
Good understanding of branch services and operations
Customer oriented with strong language skills and service mindset, ability to capture customer financial needs and make referrals where appropriate
Broad knowledge of the financial service industry and global marketplace
Proven ability to develop strong, audience segmented communications plans and tactics
Demonstrate ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Authentic and show ability to engage with colleagues and clients to deliver at pace
Proven ability to multitask in a fast paced work environment and prioritize work assignments
You’ll achieve more when you join HSBC.
 
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.