Premier Relationship Manager

Imagine a diverse range of high-net-worth clients and an equally diverse range of targeted sales opportunities. Needles to say, the potential is awesome. HSBC’s Premier Relationship Managers are gatekeepers to the rest of the bank, working with clients on a personal level to manage their portfolios, guide them through their financial decisions and help them find successful solutions. Although intense and challenging, these positions provide exceptional career growth, outstanding benefits and a personal sense of ownership.

Premier Relationship Managers are also responsible for enhancing our image and representing us in community organizations and activities, while promoting and developing additional business.

Key Responsibilities

• Develop, manage and expand Premier customer relationships

• Proactively contact, solicit, sell and service the Premier customer base within a large branch or across multiple branches

• Meet with current and potential affluent customers to discuss their financial requirements; sell appropriate consumer and commercial financial services products

Key Requirements

• Three or more years of proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products, along with the ability to close a sale

• Bachelor’s degree or equivalent experience

• Life, health and series 6 and 63 licenses

• Strong communication, cross-selling, sales planning, mathematical, decision-making and analytical skills

• Very strong customer service, time management and prioritization skills

• Bilingual candidates are encouraged to apply

 

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