Premier Relationship Manager – Wealth Clients

HSBC Holdings plc; Davao City; On-site; PHP 900,000 - 1,400,000; Full time

Job summary

HSBC is seeking an experienced Premier Relationship Manager for Davao to lead a portfolio of high-value clients, deliver tailored wealth solutions, and drive growth across the branch and direct teams.

You will acquire, cross-sell, and retain premier clients by acting as a trusted advisor, reviewing portfolios, and referring opportunities to wealth advisers when needed, while maintaining top service standards.

Qualifications

• Minimum of three years proven financial services or retail sales experience.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high-net-worth clients.
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills.

Responsibilities

• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
• Achieve agreed financial KPIs by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline.
• Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to the continuous improvement of the Bank’s processes and standards.

Skills

Relationship management

Sales

Communication skills

Networking

Portfolio management

Education

Bachelor's degree in finance or related field

Tools

CRM system

Financial planning tools

Job description

HSBC is seeking an experienced Premier Relationship Manager for Davao to lead a portfolio of high-value clients, deliver tailored wealth solutions, and drive growth across the branch and direct teams.

You will acquire, cross-sell, and retain premier clients by acting as a trusted advisor, reviewing portfolios, and referring opportunities to wealth advisers when needed, while maintaining top service standards.