HSBC International Wealth and Premier Banking (IWPB)

We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

Support the achievement of Country AOPAchieve agreed Key Performance Indicator objectives by development of existing and new relationshipsBuild effective relationships with clients to retain and develop sustainable relationshipsComplete 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 goalsEffective use of tools and information to drive client service delivery and WPB performanceMaintain a minimum standard of qualifying Premier clients within portfolio as stated by GroupBuild a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brandMonitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goalsEstablish and agree client contact strategies in line with Group operating models Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

Own the client relationship with HSBC 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 GroupMaintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvementsWork with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the clientDeliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership Teamwork

To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journeyEstablish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness Control:

Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelinesAgree and manage lending facilities within any agreed Approval Authority (RAA)Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise lossAdhere to selling process and sales quality requirements