Premier Relationship Officer

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Job Descriptions

  • Provide high quality support to PRMs
  • Build extensive knowledge of HSBC systems and procedures in order to handle client needs
  • Proactively help HSBC identify opportunity to improve process efficiencies
  • Sensitively redirect clients to the most effective and efficient channel
  • Support the client in navigating the channel of their choice (to interact with HSBC) effectively and efficiently
  • Ensure the client to consistently receive a professional premium service which exceeds their expectations at all times
  • Maintain high standards of control and operational practices in line with HSBC’s expectations

Job Requirements

  • 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

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