Premier Relationship Officer - Ho Chi Minh

NGÂN HÀNG TNHH MTV HSBC (VIỆT NAM)

Thỏa thuận
31/01/2025
Toàn thời gian

Mô tả công việc

Some careers shine brighter than others.
If you're looking for a career that will help you to stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers 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 a high calibre professional to join our team as an Premier Relationship Officer.
Principal accountabilities:
Impact on the business
Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
Reduce the time spent on process and administrative tasks by PRM to increase PRM's capacity
Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
Clients/Stakeholders
Handle client's enquiries relating to the PRM's portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer's queries at the first point of contact and minimise referrals to the PRM for routine transactions.
Has strong knowledge of the PRM's portfolio of clients with the support of CRMS and analytical tools
Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
Maintains a basic understanding and technical knowledge of relevant products and services
Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up
Leadership and teamwork
Communicate effectively and works well with other teams within the Branch, Call Center, HTS, and other relevant partners that impact the client's experience of HSBC; in order to ensure a consistent approach and application of Premier standards
Efficiently manages time in order to support different PRMs concurrently
Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes
Delivering the firm - Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.
Operational effectiveness and control
Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements
Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling
Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls
Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times

Yêu cầu

Strong interpersonal and empathy skills with strong decision making and ability to deliver
Minimum of two years working in financial services industry
Previous experience in Retail/Premier sales preferred
Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
Understanding of relationship management systems (CRM and RM Platform etc.)
Solid knowledge of appropriate branch operational procedures
Money Laundering Awareness Certificate held
Knowledge of relevant regulatory governance in market
Good knowledge of HSBC and personal banking
Knowledge of the Bank's lending systems such as CARM, CLM & Security Processing, when applicable to the markets
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
You'll achieve more when you join HSBC.
[protected info]
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited

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Vị trí Premier Relationship Officer - Ho Chi Minh do công ty NGÂN HÀNG TNHH MTV HSBC (VIỆT NAM) tuyển dụng tại , Joboko tự động tổng hợp mức lương Thỏa thuận, tìm thêm việc làm về Premier Relationship Officer - Ho Chi Minh hoặc công ty NGÂN HÀNG TNHH MTV HSBC (VIỆT NAM) ở các link phía trên

Giới thiệu công ty

NGÂN HÀNG TNHH MTV HSBC (VIỆT NAM)

Địa chỉ: Tòa Nhà Metropolitan, 235 Đồng Khởi - Phường Bến Nghé - Quận 1 - TP. Hồ Chí Minh
Quy mô: Từ 1000 - 5000 nhân viên

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