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Senior Relationship Development Specialist
1 week ago
At HSBC, we aim to be where the growth is, enabling businesses to thrive and economies to prosper. We're seeking an experienced professional to join our team in the role of Premier Relationship Manager.
The ideal candidate will have a broad understanding of financial planning fundamentals and excellent customer-facing skills. Key responsibilities include acquiring and cross-selling Premier customers, reviewing portfolios to identify opportunities for wealth reviews, and providing high-quality service to meet customer needs.
This role offers the opportunity to make a real impact, working with a dedicated team to serve millions of customers worldwide. If you're looking for a career where you can maximize your potential and contribute to the success of our business, this could be the ideal position for you.
- Principal Responsibilities:
- Active management of a portfolio of Premier customers
- Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier
- Reviewing the portfolio to identify cross-selling opportunities