Premier Relationship Manager - Davao (Davao, Davao Region (Region XI), PH, 8000)

HSBC
Davao
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship management","Sales","Influencing","Client focus"]

Premier Relationship Manager in Davao manages a high-value client portfolio, acquiring, cross-selling and retaining Premier clients while partnering with branch and WPB teams to achieve financial KPIs. You’ll act as a trusted advisor, identify wealth review opportunities, and ensure superior service quality and compliance within a wealth management framework for high-net-worth clients.

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FursaFursa
HSBC
HSBC
6 months ago

Premier Relationship Manager - Davao (Davao, Davao Region (Region XI), PH, 8000)

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Last checked: 16 minutes agoStatus: Live

Job Summary

Premier Relationship Manager in Davao manages a high-value client portfolio, acquiring, cross-selling and retaining Premier clients while partnering with branch and WPB teams to achieve financial KPIs. You’ll act as a trusted advisor, identify wealth review opportunities, and ensure superior service quality and compliance within a wealth management framework for high-net-worth clients.
Location: Davao
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 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.
Experience:3+ yearsBankingFinancial servicesWealth management
Education:Bachelor's
Skills:CommunicationRelationship managementSalesInfluencingClient focus
Languages:EnglishLocal languages

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