Job Description: The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. The role holder has a responsibility to acquire, advise, and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by RBWM). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail regularly updating and analyzing client financial information and advising the client on a variety of potential banking solutions, and embedding client loyalty by meeting their needs either directly or through other internal business partners. Job Responsibilities: Effective use of tools and information to drive client service delivery and RBWM performance. Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline. Monitor and act on daily information, using it to coach the wider Branch team in support of business goals. Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff Dealing policy including Outside Business Activity (OBAs) to ensure that above community and outside activities do not present an actual or potential conflict of interest and do not have an adverse impact with respect to job responsibilities at HSBC. HSI Supervisor and Compliance should be Build 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 brand. Fully utilize and input to client relationship management system, ensuring all client information is Establish client contact strategies in line with Group operating models. Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group. Excludes the sales of Consumer Mortgage Products; Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of sales - this excludes the sales of investment and insurance products; refer to Premier Relationship Advisors and Premier Wealth Advisors. Regularly meet with clients to understand and analyze their current and long term needs and help them achieve their goals. Develop existing and new relationships and build effective relationships with clients to retain and consulted in addition to review of Code of Ethics policy and Wealth Management policy for Outside Business Activity. develop sustainable relationships. refer to other specialized product areas, such as Consumer Mortgage, as required. Maximize profit and achievement of the growth of Premier client’s portfolio. Job Requirements: Strong relationship management/building, customer service, time management and prioritization skills. An excellent understanding of financial planning, wealth management and understanding client needs. Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills. Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60 day contingency may be granted and refer investment and insurance opportunities with potential and existing customers. evidence of strong sales results and knowledge of insurance and investment products for referral purposes. A strong sense of ownership, responsibility and accountability. Ability to use customer relationship management systems. Understanding of business banking customer segment and products and services appropriate to compliment Premier Relationship management experience with high net worth customers or equivalent. Broad knowledge of financial services products and services. solely at management's discretion (this period is for self-study, with no client contact). Licenses are required to discover Qualification & Experience: Bachelor’s degree or equivalent experience. Minimum of 3 years proven and progressive financial services and/or retail sales experience or equivalent, including offerings. Job Details: Company: HSBC Vacancy Type: Full Time Job Location: San Jose, CA, US Application Deadline: N/A Apply Here careers-trivia.net
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