Premier Rm

**Relationship Manager**

Role purpose

To provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services.

Activites
- Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network
- Has regular contact and meetings with clients
- Provides support to client’s portfolio management
- Ensures client’s objectives are met through the portfolio allocation
- Ensures clients are aware of their level of risk
- Follows-up portfolios on a regular basis and develops client’s profitability
- Identifies opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes
- Provide assistance to fellow Relationship Managers
- Bring motivation and support to Team
- Work closely with other Bank Departments
- Works closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Ensures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)
- Minimize operational losses

Requirements

Knowledge
- At least 5 years of relationship management experience in the banking sector
- Proven track record in asset gathering, asset growth and revenue generation
- Excellent commercial and negotiation skills
- Highly developed communication skills for use in direct client contact and problem solving
- Ability to provide strong financial and statistical analysis.
- Strong customer service focus
- Attention to detail and the ability to think creatively to solve problems
- Excellent understanding of financial markets and products

“En HSBC ofrecemos a nuestros colegas un mayor número de días para que puedan disfrutar al máximo su boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar.

Nuestro paquete de permisos con goce de sueldo **está a la vanguardia en México.**

**Ahora tienes una** razón más para ser HSBC y vivir con orgullo una cultura de bienestar integral, balance y auto cuidado”.