Area Premier Relationship Mgr

HSBC Holdings plc; Hong Kong Island; Vor Ort; HKD 900.000 - 1.200.000; Vollzeit

Zusammenfassung

HSBC Holdings plc in Hong Kong is seeking an Area Premier Relationship Mgr to lead and develop the PRM team, delivering service and sales excellence across wealth and banking products. You will role-model HSBC values, coach staff, and ensure effective risk and regulatory compliance within the RBWM framework.

The role focuses on building customer relationships, driving performance, and representing HSBC in the community, while maintaining high standards of conduct and governance.

Qualifikationen

• Knowledge of wealth and banking products is essential.
• Experience in banking/wealth management environments is required.
• Strong communication and influencing skills are needed.

Aufgaben

• Lead PRMs to deliver service and sales targets.
• Coach team using management information to achieve business goals.
• Ensure compliance with RBWM policies and lending guidelines.

Kenntnisse

Wealth products

Relationship management

People leadership

Regulatory knowledge

Communication skills

Tools

CRM systems

Jobbeschreibung

We are currently seeking a high calibre professional to join our team as a Area Premier Relationship Mgr

In this role you will:

• Act as EO/ACE with the HKMA for Type 1&4 regulated activities
• Lead your team to deliver the key performance indicators (Key Performance Indicators) and support achievement of country Annual Operating Plan (AOP).
• Lead PRMs in line with the processes and activities in the RBWM Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to HSBC customers
• Monitor and act on sales activity management information and other internal information tools, using them to coach your team and achieve the business goals
• Identify and act on factors that would increase local competitiveness
• Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PRMs use the support provided by specialists
• Personally manage the application of EDRAS, client funnel management and sales quality standards
• Implement customer relationship and proposition strategies
• In conjunction with your team build a prominent profile in the community in which you are based in a way that builds HSBC’s reputation and brand
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
• Lead and manage the PRM team
• Drive a high performance culture through robust objective setting, performance reviews and action to address poor performance
• Evaluate performance against Key Performance Indicators and make discretionary incentive recommendations in line with the Group incentive plans
• Observe, feedback and coach the team to improve effectiveness and performance
• Train, maintain and develop your team to a level appropriate for the business and in line with country training plans
• Recruit and on-board high calibre individuals in line with headcount and resourcing plans.
• Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience
• Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks and issues
• Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement
• Demonstrate connectivity to other teams and actions which benefit the Group above local interests
• Ensuring that sales and operations are undertaken in accordance with RBWM Functional Instruction Manual (FIM), Business Instruction Manuals (BIMs) and Credit Policy Manual appropriate lending guidelines
• Ensure all processes for sales and operations are in place and manage within any agreed Authorities
• Maintain the branch operating rhythm in line with the network operating model
• Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss
• Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards
• To ensure lending (not including Commercial and Corporate) is undertaken and controlled in accordance with HSBC Credit Policy by ensuring the appropriate use of credit and behavioural scored lending
• Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures

To be successful you will need:

• Relevant product knowledge including knowledge of wealth and banking products
• Experience working in relevant environment/s, i.e. Banking and/or Wealth Management
• Experience working in relevant market/context
• Past working experience in a relevant role
• Experience working in relevant environment/s
• Experience working in relevant market/context, i.e. international markets is desirable but not essential
• Past working experience in a relevant role, i.e. Relationship Manager is desirable but not essential
• Proven experience of leading the delivery of an excellent customer service and proactively look for innovative ways to improve the service delivered to customers
• A flexible and adaptable approach to change and will support others to respond in a similar way
• Proven experience of motivating others to deliver exceptional performance and long terms results
• Proven experience of leading others and creating an environment that supports and inspires people to develop and deliver
• Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations
• Built effective networks both internally and externally and created opportunities for others to work collaboratively
• Experience of making prompt and practical business decision, even in times of ambiguity, considering various perspectives and taking responsibility for outcomes
• Experience of creating and deploying comprehensive business/operating plans which consistently deliver desired results
• A comprehensive understanding of business finance and management information and an ability to use this information to inform decisions and deliver efficiencies/savings
• Promoted and led best practice in risk and compliance management in a similar organisation
• Acted as a strategic advisor to customers, having established and built valuable long-term relationships with significant customers
• A track record of successfully identifying and developing significant/complex business propositions, that attract and entrench customers, in a fair and ethical way