Premier Relationship Officer

HSBC; Taguig; On-site; PHP 480,000 - 720,000; Full time

Job summary

HSBC Philippines is seeking a Premier Relationship Officer to support Premier RMs in maintaining profitable client relationships and achieving targets through superior service and attention.

You will proactively contact clients, ensure service standards, handle account administration, and help identify suitable investment opportunities while adhering to regulatory and internal guidelines.

Qualifications

• Customer oriented mindset and problem-solving ability.
• Excellent oral and written communication.
• Aptitude for numbers and computations.
• Strong organizational skills and attention to detail.
• Knowledge of basic retail banking regulations and guidelines.

Responsibilities

• Proactively contact all portfolio clients to ensure satisfaction and foster long-term relationships.
• Ensure service delivery adheres to Group Service Level Standards and internal policies.
• Provide excellent account handling and administrative support.
• Handle difficult client situations, escalating where appropriate and proposing solutions.
• Ensure client transactions meet compliance, audit, and sales quality standards.
• Explain products and risk assessments to assist client investment decisions and generate referrals.

Skills

Customer oriented

Communication skills

Numerical aptitude

Organizational skills

Retail banking regulations knowledge

HSBC MNL Branch guidelines

Education

Bachelor's Degree

Job description

Some Careers Grow Faster Than Others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Some Careers Grow Faster Than Others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team for the Premier Relationship Officer role.

The jobholder’s primary responsibility is to assist Premier Relationship Managers (RMs) in sustaining and maintaining profitable client relationships. A Premier Relationship Officer will be assigned to assists RMs in handling their Premier clients in achieving the RM’s primary targets assigned based on Premier’s key strategic imperatives (i.e. expand the Premier client base, increase total Funds Under Management, produce asset sales, and generate a target level of income) through but not limited to delivering a superior level of customer service and personal attention.

In This Role, You Will

• Be proactively contacting all the clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships.
• Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.)
• Provide excellent account handling service and administrative support
• Handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them
• Ensure that client transactions and interactions meet all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents)
• Proactively explain products and risk assessment in assisting client purchase of WMT products and assists in acquiring new clients by generating leads from existing clients’ referrals
• Attending the various sales, product, and technical skills training provided, passing the requisite accreditation exams, and displaying the minimum required skills/competencies for the PA’s
• Be assisting RMs identifying clients’ financial goals and expectations in order to help clients select appropriate investment opportunities considering their risk-return profiles and investment portfolios.

To be successful in this role, you should meet the following requirements:

• Customer oriented skills
• Effective oral/written communication and problem-solving skills
• Aptitude for numbers and computations
• Strong organisation skills
• Knows basic retail banking regulations
• Familiar with/ Ability to pick up quickly HSBC MNL Branch guidelines and policies
• Must be a Bachelor’s Degree Holder

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines