Premier Relationship Manager (Makati City, National Capital Region (NCR), PH, 1200)

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Communication","Relationship management","Influencing","Client focus","Networking","Portfolio management"]

Client-facing Premier Relationship Manager role handling high-value clients across BGC/Ortigas/Makati/Alabang. You’ll acquire, cross-sell and retain Premier portfolios, collaborate with branch and direct teams to hit WPB KPIs, and act as trusted advisor for wealth planning needs. Regular portfolio reviews, identifying cross-sell opportunities, and coordinating with wealth partners to maximise wallet share and deliver high-quality service.

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FursaFursa
HSBC
HSBC
6 months ago

Premier Relationship Manager (Makati City, National Capital Region (NCR), PH, 1200)

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Job Summary

Client-facing Premier Relationship Manager role handling high-value clients across BGC/Ortigas/Makati/Alabang. You’ll acquire, cross-sell and retain Premier portfolios, collaborate with branch and direct teams to hit WPB KPIs, and act as trusted advisor for wealth planning needs. Regular portfolio reviews, identifying cross-sell opportunities, and coordinating with wealth partners to maximise wallet share and deliver high-quality service.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Demonstrate understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
  • •Achieve agreed financial KPIs by developing existing and new relationships.
  • •Build effective relationships with clients to retain and develop sustainable relationships.
  • •Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline.
  • •Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to the continuous improvement of the Bank’s processes and standards.

Key Requirements

  • •Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
  • •Evidence of strong sales results in insurance and investment products; strong technical skills in wealth management.
  • •Relationship management experience with high-net-worth clients.
  • •Strong communication, client focus and influencing skills; able to communicate well in English and local languages.
  • •Strong sales orientation, networking and portfolio management skills; sound knowledge of financial services products and client relationship management systems.
Experience:3+ yearsBankingFinancial servicesWealth management
Skills:CommunicationRelationship managementInfluencingClient focusNetworkingPortfolio management
Licenses:Licensing/Regulatory
Languages:EnglishFilipino

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn