Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

1. Achieve agreed Key Performance Indicator objectives through the development of existing and new Elite client relationships

2. Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals

3. Use tools, information, and delivery channels effectively to deliver the highest levels of client service

4. Maintain a minimum standard of qualifying Elite Premier clients within portfolio as stated by Group

5. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients

6. Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

7. Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate

Customers / Stakeholders

1. Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank

2. Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated wealth products and services to the client

3. Build and maintain relationships with clients based on credibility, reliability and personal interest

4. Utilise in-depth knowledge of relevant products and services and how they might be tailored to provide the best solutions for clients

5. Maintain highest standard of excellence in client service with individual clients with regular monitoring of client satisfaction

6. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership Teamwork

1. Work as part of an integrated management team to ensure, standards and are met and operating models delivered

2. Complete line manager responsibilities for managing assigned Premier Officer or designated support staff

3. As a team player, establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

4. Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey

5. Act a role model and coach to more junior RMs, as needed

Operational Effectiveness Control:

1. Ensure that sales and operations are undertaken in accordance with HSBC FIM, BIM and Credit Policy Manual appropriate lending guidelines.

2. Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.

3. Adhere to selling process and sales quality requirements