Principal Accountabilities:
- Reporting to the Premier Centre Manager, the individual will be responsible for strategically planning, leading, organizing, and executing all Premier business initiatives to grow customer value and Asset Under Management (AUM) in the domicile branch. The individual is responsible for ensuring that the premier platform has a strong presence in the local market with people capability and process efficiency.
- Responsible for achieving targets and contributing towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.
- Leads and manages the Premier Sales team effectively to achieve Wealth Management (WEM) targets and enhance sales staff performance and productivity.
- Ability to analyze the market, resources, and sales staff capability to devise a structured and effective sales plan for execution.
- Responsible for continually monitoring the team’s daily/weekly/monthly sales performance against plan, and keeping the branch manager regularly informed of the progress (observe daily discipline).
- Ensures all Relationship Managers utilize the HSBC sales process and apply financial planning concepts when dealing with their portfolio of customers.
- Responsible for championing the Premier proposition through distinguished service and sales initiatives.
- Plays a crucial role in assisting the premier team to develop relationships with targeted top 20 and high net worth customers through frequent contacts.
- Effectively manages the Premier Centre as a one-stop Wealth Management and Premier solutions provider for our customers.
- Responsible for creating positive staff morale, motivation, and actively managing the performance of the premier team.
- Maintains HSBC internal control standards and ensures a high standard of operational efficiency.