Premier Service Manager

Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your 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

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

The Premier proposition is a strategic priority for HSBC and the role of Premier Service Manager is a key supporting role in the achievement of the proposition objectives.

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 Wealth Relationship Manager’s (PWRM’s) client facing time. The role provides dedicated support to a team of Premier Wealth Relationship Managers (PWRM) in the overall achievement of their GWIF KPIs covering activity management, client satisfaction, sales quality, acquisition, Recurring Income and Total Client Relationship growth of their portfolios)
In order to deliver client centric service, this role is identified as a point of contact for clients and in the absence of the PWRM, this role will be the first point of contact for the client. In addition, the Premier Service Manager may provide credit/lending support to the PWRM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.

In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.

Identifying client needs/ SolutionsSolutions KPI (Weightage 50%) including NTB Acquisition, Upgrades Acquisition, Revolving Successful ReferralsProvide high quality sales support to a team of PWRMs mainly focused on getting appointment for PWRMs and supporting PWRMs in servicing their clientsReduce the time spent on process and administrative tasks by PWRM to increase PWRM’s capacitySupport PWRMs to manage client contact and service, including, in the absence of PWRMs, 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 contactProvide sales support to PWRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirementEnsure Input Quality error rates for wealth deals are within acceptable levelsBuild extensive knowledge of HSBC systems and procedures in order to handle client needsProactively help HSBC identify opportunity to improve process efficienciesSensitively redirect clients to the most effective and efficient channelSupport the client in navigating the channel of their choice (to interact with HSBC) effectively and efficientlyEnsure the client consistently receives a professional premium service which exceeds their expectations at all timesMaintain high standards of control and operational practices in line with HSBC’s expectations

Premier Service Manager

Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your 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

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

The Premier proposition is a strategic priority for HSBC and the role of Premier Service Manager is a key supporting role in the achievement of the proposition objectives.

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 Wealth Relationship Manager’s (PWRM’s) client facing time. The role provides dedicated support to a team of Premier Wealth Relationship Managers (PWRM) in the overall achievement of their GWIF KPIs covering activity management, client satisfaction, sales quality, acquisition, Recurring Income and Total Client Relationship growth of their portfolios)
In order to deliver client centric service, this role is identified as a point of contact for clients and in the absence of the PWRM, this role will be the first point of contact for the client. In addition, the Premier Service Manager may provide credit/lending support to the PWRM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role.

In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.

Identifying client needs/ SolutionsSolutions KPI (Weightage 50%) including NTB Acquisition, Upgrades Acquisition, Revolving Successful ReferralsProvide high quality sales support to a team of PWRMs mainly focused on getting appointment for PWRMs and supporting PWRMs in servicing their clientsReduce the time spent on process and administrative tasks by PWRM to increase PWRM’s capacitySupport PWRMs to manage client contact and service, including, in the absence of PWRMs, 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 contactProvide sales support to PWRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirementEnsure Input Quality error rates for wealth deals are within acceptable levelsBuild extensive knowledge of HSBC systems and procedures in order to handle client needsProactively help HSBC identify opportunity to improve process efficienciesSensitively redirect clients to the most effective and efficient channelSupport the client in navigating the channel of their choice (to interact with HSBC) effectively and efficientlyEnsure the client consistently receives a professional premium service which exceeds their expectations at all timesMaintain high standards of control and operational practices in line with HSBC’s expectations

To be successful in the role, you should meet the following requirements:

Graduation degree is a must – to secure a UAE Visa and Work PermitStrong interpersonal and empathy skills with strong decision making and ability to deliverMinimum of two years working in financial services industryPrevious experience in Retail/Premier sales preferredUnderstanding of core products, Premier proposition, and familiar with retail and wealth product processesUnderstanding of relationship management systems (CRM and RM Platform etc.)Solid knowledge of appropriate branch operational proceduresMoney Laundering Awareness Certificate heldKnowledge of relevant regulatory governance in marketGood knowledge of HSBC and personal bankingTeam player with collaborative skillsKnowledge of local and Group compliance regulationsAble to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skillsAttain appropriate professional and regulatory qualifications as required by marketAttain any internal standards as required by countryAdjustment to responsibilities to be detailed as a result of
o Regulatory complexity
o Size of market
o Detailing additional business areas in large markets
o Specific areas outlined in smaller markets
• Detailing any local market specifics with regard to Compliance

You’ll achieve more at 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.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. 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 The Hong Kong and Shanghai Banking Corporation Limited.

To be successful in the role, you should meet the following requirements:

Graduation degree is a must – to secure a UAE Visa and Work PermitStrong interpersonal and empathy skills with strong decision making and ability to deliverMinimum of two years working in financial services industryPrevious experience in Retail/Premier sales preferredUnderstanding of core products, Premier proposition, and familiar with retail and wealth product processesUnderstanding of relationship management systems (CRM and RM Platform etc.)Solid knowledge of appropriate branch operational proceduresMoney Laundering Awareness Certificate heldKnowledge of relevant regulatory governance in marketGood knowledge of HSBC and personal bankingTeam player with collaborative skillsKnowledge of local and Group compliance regulationsAble to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skillsAttain appropriate professional and regulatory qualifications as required by marketAttain any internal standards as required by countryAdjustment to responsibilities to be detailed as a result of
o Regulatory complexity
o Size of market
o Detailing additional business areas in large markets
o Specific areas outlined in smaller markets
• Detailing any local market specifics with regard to Compliance

You’ll achieve more at 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.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. 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 The Hong Kong and Shanghai Banking Corporation Limited.