Premier Relationship Manager, Subang Jaya

Premier Relationship Manager

Principal Responsibilities

• The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
• The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
• Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
• Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers.
• Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs...