HSBC

2 months ago

Premier Relationship Manager - Cebu (Cebu City, 07, PH, 6000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Manage a portfolio of Premier clients for HSBC in Cebu, acquiring, cross-selling and retaining high-value relationships. Act as the trusted advisor, drive wallet share, coordinate with branch and wealth teams, ensure high service standards, and progress opportunities for wealth reviews while adhering to controls and TOM guidelines.

Location: Cebu

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
•Achieve agreed financial KPIs by development of 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.
•Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.

Experience:BankingWealth managementFinancial services

Skills:CommunicationRelationship managementSalesCustomer focusInfluencing

Languages:English

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: 3.6

Website LinkedIn

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HSBC

2 months ago

Premier Relationship Manager - Cebu (Cebu City, 07, PH, 6000)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Cebu

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
•Achieve agreed financial KPIs by development of 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.
•Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.

Experience:BankingWealth managementFinancial services

Skills:CommunicationRelationship managementSalesCustomer focusInfluencing

Languages:English

Company Brief

HSBC

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: 3.6

Website LinkedIn