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Premier Relationship Manager – Level 2 (GCB 6)

  • Ho Chi Minh
  • Manager
  • Permanent
  • 3 Years
  • Negotiable
  • Banking, Finance / Investment
  • 22/07/2019

Job Description

In this role, you will:

  • Build effective relationships with clients to retain and develop sustainable relationships
  • Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
  • Effective use of tools and information to drive client service delivery and RBWM performance
  • Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
  • Build a high personal and corporate profile in the community in which you are based.  Develop network of Group and External professional contacts with the aim of  introducing new business, enhancing technical knowledge and promoting the brand
  • Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
  • Establish and agree client contact strategies in line with Group operating models
  • Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
  • Own the client relationship with HSBC
  • Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients
  • Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients
  • Monitor client satisfaction data implementing portfolio level improvements
  • Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client

Job Requirement

To be successful in the role, you should meet the following requirements: 

  • Bachelor's degree or equivalent experience
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
  • Capabilities in introducing insurance and investment products
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong sales orientation, networking and portfolio management skills
  • Understanding of business banking client segment and products and services
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • Strong interpersonal skills & excellent presentation skills
  • Bilingual in Vietnamese and English. Having a 3rd language capability will have added advantage.
  • Ability to work well independently as well as in a group; multitasking ability as well as to work well under pressure

 

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