Premier Business Manager - Wealth & Personal Banking
HSBC
- Kowloon City, Hong Kong
- Permanent
- Full-time
- Achieve the performance expectation by development of referral source, intermediaries and internal business partnership
- Manage referral activities to convert to new customer acquisition, in particular non-resident Chinese (NRC) segment
- Contact customers for application appointments
- Explain Premier/Premier Elite proposition
- Acquiring New to Bank Customers
- Provide support to enable customers fulfilling qualified Premier/Premier Elite status
- Build strong client relationships since acquisition, obtain and maintain trustworthy relationship
- Arrange/participate in relationship building client visits and events
- Refer client to International Banking Manager, Insurance Specialist, Retail Sales or other stakeholders for financial needs
- Effective use of tools and information to drive client service delivery and WPB performance
- Build a high personal and corporate profile in the community in which you are based
- Develop network of external professional contacts with the aim of acquiring new business, enhancing technical knowledge and promoting the brand
- Bachelor's degree or equivalent experience
- Solid proven experience in customer experience/banking industry preferably in non-resident Chinese (NRC) segment
- Proven ability to manage professional relationships with multiple internal/external parties and deliver results with multiple deadlines
- Strong communication, client focus and influencing skills
- Strong sales orientation and networking skills
- Clear view on cross border policy and how to work with FCC, Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
- Fluency in Mandarin, English and Cantonese