HSBC Recruitment

Job Description:

As a Premier Relationship Manager, you will be a trusted adviser to our new and existing customers. You will provide a tailored approach and comprehensive financial advice, while working collaboratively with team members to support their entire life journey.

You will have dedicated and continued support from a Premier Relationship Officer who will aide you with contacting clients proactively, dealing with client banking queries, supporting back office processes and working alongside branch colleagues to grow new client opportunities.

• Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
• Provide guidance on a full range of HSBC and external partner products and services
• Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
• Build and maintain positive relationships with clients
• Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
• Demonstrate genuine curiosity about customers, helping them reach their financial ambitions
• Comply with governing regulations and procedures
• Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning

• An understanding of business banking, products and services
• Relationship management experience aligned to a client portfolio
• Effective communicator, customer-focused and great influencing skills
• Sound knowledge of financial and investment products and services
• Evidence of strong sales results and technical skills in wealth management
• A passion for continuously delivering outstanding customer experience
• Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
• Three years of dynamic financial services and/or retail sales experience (or equivalent)
• Experience and knowledge with client relationship management system

Company: HSBC

Vacancy Type: Full Time

Job Location: White Rock, BC, CA

Application Deadline: N/A

instantcareers.net