Premier Relationship Manager, HSBC

HSBC

Location:
Philippines, Cebu

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The role involves managing high-value clients with a focus on financial planning, client retention, and business growth. It requires strong sales and relationship management skills, technical expertise in wealth management, and regulatory knowledge.

Job Responsibility:

Acquire, cross sell and retain a portfolio of Premier clients
Work with broader branch and direct teams to ensure achievement of business performance measures and plan
Review client portfolio regularly to identify cross selling opportunities
Embed client loyalty by meeting client needs directly or through internal business partners
Refer non-qualified business to appropriate parties following proposition protocol
Maintain operational integrity required by the Group
Contribute to and maintain a high-performance environment in the branch
Deliver fair outcomes for customers
Ensure own conduct maintains the orderly and transparent operation of financial markets
Achieve financial targets by developing existing and new client relationships
Build a high personal and corporate profile in the community
Establish and manage client contact strategies
Fully utilise Client Relationship Management data, ensuring information is complete and up to date.

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
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required locally.

Nice to have:

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.

What we offer:

Opportunities for professional development
Flexible working environment
Inclusive and diverse workplace
Access to internal career growth opportunities.

Additional Information:

Job Posted:
July 30, 2025

Expiration:
August 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager