HSBC

4 months ago

Senior Premier Relationship Manager (Mandaluyong, National Capital Region (NCR), PH, 1550)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Senior Premier Relationship Manager manages a high-value client portfolio within HSBC’s branch network, focusing on wealth planning, cross-selling and retention. You’ll acquire new Premier clients, upgrade existing relationships, and coordinate with internal partners to meet WPB KPIs while upholding the bank’s service standards and risk controls.

Location: Philippines

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

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.
•Strong sales orientation, networking and portfolio management skills.

Experience:3+ yearsBankingWealth managementRetail banking

Skills:CommunicationRelationship-buildingInfluencingClient focusSales

Licenses:Wealth management licensure

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

4 months ago

Senior Premier Relationship Manager (Mandaluyong, National Capital Region (NCR), PH, 1550)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Philippines

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

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.
•Strong sales orientation, networking and portfolio management skills.

Experience:3+ yearsBankingWealth managementRetail banking

Skills:CommunicationRelationship-buildingInfluencingClient focusSales

Licenses:Wealth management licensure

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