Premier Relationship Officer

5 months ago

Ho Chi Minh City, Vietnam HSBC Full time

-Job Advert Details

**Some careers have more impact than others.**
- If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Wholesales Banking (WSB) serves millions of businesses ranging from small to large corporates, providing commercial customers with a full range of banking services including: Global Trade and Receivables Finance, RMB solutions, multi-currency business accounts, payments and cash management, and wealth management and insurance, as well as a comprehensive range of financing solutions. With dedicated Relationship Managers and Product Specialists providing local support and advice in over 64 countries and territories, HSBC helps connect customers to opportunities.

We are currently seeking a high calibre professional to join our team as an Premier Relationship Officer.

Principal responsibilities

Impact on the business
- Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
- Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity
- Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
- Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement

Clients/Stakeholders
- Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
- Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools
- Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
- Maintains a basic understanding and technical knowledge of relevant products and services
- Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up

Leadership and teamwork
- Efficiently manages time in order to support different PRMs concurrently
- Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes
- Delivering the firm - Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.

Operational effectiveness and control
- Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements
- Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling
- Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls
- Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times
Qualifications
Knowledge and experience/Qualifications

Knowledge and experience
- Strong interpersonal and empathy skills with strong decision making and ability to deliver
- Minimum of two years working in financial services industry
- Previous experience in Retail/Premier sales preferred
- Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
- Undesrtanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Money Laundering Awareness Certificate held
- Knowledge of relevant regulatory governance in market
- Good knowledge of HSBC and personal banking
- Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills

Accreditations
- Attain appropriate professional and regulatory qualifications as required by market
- Attain any internal standards as required by country

Leadership capabilitie
- Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
- Ambitious about providing the highest standards of delivery to colleagues and client

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