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Premier Client Advisor
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The ideal candidate for this role will be a highly motivated and results-driven individual who is passionate about delivering exceptional customer experiences. As a Premier Relationship Banker, you will have the opportunity to build and maintain strong relationships with Premier customers, drive revenue growth, and deliver tailored solutions to meet their unique needs.
Main Responsibilities:
- Manage, acquire, grow, and deepen Premier customers' relationships through effective relationship management.
- Drive revenue and AUM growth expectations through holistic financial planning.
- Ensure a high level of sales and services of HSBC retail products based on needs-based selling.
- Refer mortgage business to Mortgage Arranger (MA).
- Ensure best practices on wealth sales are being referred to peers and others.
- Ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and the relevant authorities are adhered to at all times.
