Premiere Wealth Relationship Manager

2 days ago

مصر, Egypt HSBC Full time

The role is a client facing role which 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 plan (as defined by RBWM).

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.

In order to deliver the business objectives, role holder will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality.

The identification of opportunities for wealth reviews and delivering wealth solutions as an advisor are amongst the key activities to achieve your goals.

In delivering the business objectives role holder must also maintain the levels of operational integrity required by HSBC Group, closely managing the individual and the collective performance of the wider team. Creating and maintaining an environment and relationships where you and the wider Branch team maximize performance in achieving the RBWM business objectives.

The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities the role requires.

Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes.

1. Support the Acquisition and Deepening of Customer Relationships to Achieve Branch Plan

2. Lead, Develop and Manage the Team

3. Manage Customer Experience

4. Protect the Bank

**Optimize the potential value of the customer base**
- Meet and exceed individual Wealth KPIs through proactively exploring and securing sales from Premier customers, including walk-ins, referrals, assigned customer leads, personal business contacts and new-to-bank customers
- Contribute to the overall performance and profitability of the branch in line with Global Premier AOP (annual operating plan), branch Wealth sales targets, and Insurance penetration targets
- By directing/co-coordinating/monitoring/reviewing sales and referral activity, analyzing resource requirements, monitoring overheads and implementing measures to increase productivity
- Ensure completion of CDD profiles

**Customers / Stakeholders**
- Conduct Premier Individual Review to identify customer needs and deliver a customized solution to meet those needs
- Ensure customer satisfaction with the professional services rendered to facilitate cross-selling and customer referral generation
- Proactively manage portfolio of Premier customer relationships
- Provide excellent customer service, in line with the HSBC Premier service proposition
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

**Leadership & Teamwork**
- Set an example to colleagues in terms of delivering sound, appropriate Wealth solutions and customer service excellence
- Take full responsibility for own personal development

Requirements

**Knowledge / Experience**
- Minimum 3yrs of sales & service experience in financial services industry
- Strong financial services knowledge and experience building relationships with high net worth individuals
- Experience developing a sales strategy and a proven track record in achieving sales targets
- Familiarity with financial markets, good knowledge of wealth management products including insurance & investment
- Experience developing customized Wealth solutions for clients
- Understanding of the HSBC Group, including cross business awareness is a plus

**Skills**
- Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
- Excellent interpersonal skills, including influencing and relationship building
- Excellent planning and organizational skills
- Excellent analytical and problem solving skills
- Excellent time management

Accuracy - ability to get it right the first time

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