Premier Business Development Manager - Wealth & Personal Banking

Premier Business Development Manager - Wealth & Personal Banking

Premier Business Development Manager - Wealth & Personal Banking

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If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction.

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Premier Business Development.

Role Purpose (overall high level summary of the role)

The role is a customer facing role with high opportunity and valuable customers who make a significant contribution to our WPB business.

Professionalism, customer focus and a broad understanding of the fundamentals of service sales and financial planning are critical to the success of the business. The role holder has a responsibility to prospect, acquire and upgrade existing HSBC customers to the Premier and Executive banking proposition and refer to RM / specialist areas where required. The framework for this being focused on the broader branch and direct teams to ensure achievement of the business performance measures and plan.

You will need to understand and deliver the standards of service quality required, maintaining published Service Level Agreements and Premier Standards. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goals. You are accountable for leading the customer ownership of this segment in the branch, assisting them to be wealth ready, and you need to ensure it is effectively run managing to the Target Operating Model as defined by Group.

In delivering the business objectives you must also maintain the levels of operational integrity required by the Group, closely managing your individual performance. Contributing to and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service is an important part of the way you contribute to the business. 

• Business Development Manager for our Premier Banking onshore market to achieve acquisition objectives
• Responsible for but not limited to sourcing of new customers, manage and grow relationships for acquisition and referrals of new customers for onshore banking platform
• Look out for acquisition sources and opportunities through strategic partnerships with external partners as well as across business units within HSBC group such as corporate banking, Global Banking and Markets, as well as other businesses
• Support Employee Banking Event at company premises and follow up on digital leads for customer acquisitions
• Promote Retail Banking Wealth Management Expatriate proposition to support our global capabilities (EBS International)
• Ensure adherence to Anti-Money Laundering guidelines and proper conduct
• Ensure full compliance to onboarding guidelines and regulatory requirements including KYC, account opening and tools; end to end processes until warm hand over to RM
• Support customers with needs-based solutions to meet customers' short- and long-term financial banking needs, getting customers to be wealth ready
• Drive digital adoption with customers, encourage early funding and getting them wealth ready

Requirements

• Degree holder
• Minimum 2 years Sales or acquisition experience in the banking and financial services industry, preferably in the affluent segment
• Excellent sales and people management skills
• Customer driven with a strong focus on quality of service
• Sound knowledge of affluent segment banking products and services
• Good interpersonal, communication and presentation skills
• A strong sense of ownership, responsibility and accountability
• An excellent capability of understanding customer’s need

As one of the world’s leading international banks, HSBC was founded in 1865 and has two home markets - Hong Kong and London. The HSBC Group opened its first branch in Singapore in 1877. HSBC Singapore provide personal, private, commercial and investment banking services including areas such as insurance, forfaiting, trusts, securities and capital markets.

About HSBC

As one of the world’s leading international banks, HSBC was founded in 1865 and has two home markets - Hong Kong and London. The HSBC Group opened its first branch in Singapore in 1877. HSBC Singapore provide personal, private, commercial and investment banking services including areas such as insurance, forfaiting, trusts, securities and capital markets.

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What can I earn as a Business Development Manager