Premier Relationship Manager, HSBC

HSBC

Location:
Philippines, BGC ▼
Ortigas
Makati
Alabang
Cebu
Davao

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role is a client-facing position managing high-value clients, where professionalism and financial planning expertise are essential. Responsibilities include acquiring, cross-selling, and retaining a portfolio of Premier clients, actively engaging with clients to identify new opportunities, and referring them to wealth advisers as appropriate. It also requires adhering to HSBC's highest operational standards and contributing to the success of the wider branch team to meet business objectives.

Job Responsibility:

Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales
Achieve agreed financial KPIs by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long-term needs and to advise them on the products and services that will help them achieve their goals
Build a high personal and corporate profile in the community
Establish and agree client contact strategies in line with Group operating models
Adhere to controls and HSBC internal control standards
Manage operational risk and sales quality requirements

Requirements:

Bachelor's degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high-net-worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages

Nice to have:

Knowledge of immediate regional Global Wealth strategy
Ability to set stretch goals and deliver with courage and tenacity
Ability to make considered decisions protecting HSBC's values and reputation

What we offer:

Opportunities to develop and grow within an inclusive and diverse environment
Continuous professional development
Flexible working options

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager