Premier Relationship Officer (Taguig, National Capital Region (NCR), PH, 1634)

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 2+ yearsSkills: ["Interpersonal skills","Empathy","Decision making","Client communication","Teamwork","Influencing","Sales skills","Integrity"]

Support Premier clients by servicing their day-to-day banking needs, answering calls and enquiries when PRMs are unavailable, and helping schedule PRM appointments. Reduce administrative workload for PRMs through document preparation, data input, and report generation support. Resolve client queries at first point of contact, handle challenging situations appropriately, and coordinate with internal teams to deliver consistent Premier standards while adhering to compliance and regulatory requirements.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Relationship Officer (Taguig, National Capital Region (NCR), PH, 1634)

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Last checked: 19 hours agoStatus: Live

Job Summary

Support Premier clients by servicing their day-to-day banking needs, answering calls and enquiries when PRMs are unavailable, and helping schedule PRM appointments. Reduce administrative workload for PRMs through document preparation, data input, and report generation support. Resolve client queries at first point of contact, handle challenging situations appropriately, and coordinate with internal teams to deliver consistent Premier standards while adhering to compliance and regulatory requirements.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Provide high-quality support to Premier clients, including servicing banking requirements and securing PRM appointments.
  • •Manage client contact and service in the absence of PRMs by answering calls, resolving transactional enquiries, and facilitating hand-offs to correct channels.
  • •Provide sales support to PRMs, including preparing and completing bank documents, managing data input, and generating reports.
  • •Handle client enquiries for the PRM portfolio, aiming to resolve queries at first contact and escalating issues to upper management when needed.
  • •Coordinate with internal teams to deliver consistent Premier standards and ensure compliance with HSBC policies, local regulations, and Group Compliance Policy/internal controls.

Key Requirements

  • •Provide high-quality support to Premier clients, servicing banking requirements and coordinating appointments for Premier Relationship Managers (PRMs).
  • •Minimum two years of experience working in the financial services industry.
  • •Previous experience in Retail/Premier sales preferred and understanding of core products and the Premier proposition, including retail and wealth product processes.
  • •Understand and use relationship management systems (CRMS) and relevant branch operational procedures.
  • •Hold a Money Laundering Awareness Certificate and have knowledge of local and Group compliance regulations and regulatory governance.
Experience:2+ yearsFinancial servicesRetailPremier salesWealth management
Skills:Interpersonal skillsEmpathyDecision makingClient communicationTeamworkInfluencingSales skillsIntegrity
Certifications:Money Laundering Awareness Certificate
Tech Stack:CRMSAnalytical toolsReport generationData input

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