Premier Client Support Specialist

HSBC Holdings plc; Mandaluyong; On-site; PHP 600,000 - 900,000; Full time

Job summary

HSBC in the Philippines is seeking an experienced Premier Relationship Officer in Mandaluyong to deliver exceptional service to Premier clients and support Premier Relationship Managers in growing portfolios.

Key responsibilities include handling client inquiries, arranging PRM appointments, processing bank documents, and ensuring compliance with policy standards while contributing to cross-sell opportunities within wealth and retail product lines.

Qualifications

• Minimum of two years experience in financial services.
• Strong knowledge of Premier proposition and retail/wealth product processes.
• Understanding of CRMS and regulatory governance in market.
• Able to deliver client experience through effective communication and sales skills.
• Team player with collaborative skills.

Responsibilities

• Provide high quality support to Premier clients and schedule PRM appointments.
• Answer client enquiries and facilitate hand-offs to correct channels.
• Assist PRMs with bank documents, data input and reporting.
• Support portfolios growth through suitable product solutions.

Skills

Interpersonal skills

Empathy

Communication

Sales support

Teamwork

Decision making

Relationship management

Tools

CRMS

Job description

HSBC in the Philippines is seeking an experienced Premier Relationship Officer in Mandaluyong to deliver exceptional service to Premier clients and support Premier Relationship Managers in growing portfolios.

Key responsibilities include handling client inquiries, arranging PRM appointments, processing bank documents, and ensuring compliance with policy standards while contributing to cross-sell opportunities within wealth and retail product lines.