Sr. Relationship Manager

hace 3 semanas

Saltillo, México HSBC A tiempo completo

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other personal aspect. HSBC employees act with integrity with courage, standing firm for what is right. We are trustworthy, open to different ideas and cultures, and connected to clients, the community, regulators, and each other. HSBC invites you to participate in the selection process to:
Sr. Relationship Manager

Job objective:
Responsible for the attention and satisfaction of HSBC customers classified in the PCS segment and their closest relatives. A client qualifies for the PCS segment with an investment balance greater than or equal to 20 million pesos.

Develop strategies for attracting, acquiring and managing clients with balances greater than or equal to 20 million pesos.

Active management of its client portfolio to detect and cover needs, profitability of the portfolio, commercialization of solutions and financial services of the segment, which includes Maintaining and increasing AUM and income of the managed client portfolio.

Providing immediate solutions to your customers' needs in order to build customer loyalty with HSBC.

Principal Accountabilities and Responsibilities

Retention, growth and profitability of the assets of existing clients and obtaining new clients through commercial referrals.

Know, manage and maintain constant contact with an assigned client portfolio. Achieving an annual turnover of 4 appointments per year with clients with balances greater than or equal to 50 million pesos and 2 appointments per year with clients with balances less than 50 million pesos.

Work in synergy and with effective communication with their peers, Premier Executives, Equity Executives, Premier Executives and HSBC staff.

Identify the client's needs and recommend the ideal placement and deposit product solutions according to their needs, Bank policies and external regulations.

Development of long-term relationships with clients through professional management strategies and high standards of service.

Compliance with the assigned AOP.

Leadership & Teamwork

Work as a team with other areas and segments with which it permanently interacts, such as staff areas, Premier Executive, Premier/Wealth Executives and in general segments such as Premier, Advance, Massive, CMB, Government, Payroll and GBM.

Show empathy, courtesy, professionalism and transparency in each and every one of the interactions with clients and/or co-workers.

Establish and maintain close relationships with your colleagues in the wider environment inside and outside HSBC, for the benefit of the client in order to provide excellent service.

Maintain constant contact with the assigned CSE to jointly achieve the assigned objectives.

Complete their functions with self-management, including the possible management and/or training of assigned personnel.

Requirements

Functional Knowledge
- AMIB Certification Figure 3
- Advanced knowledge in deposit and investment products.
- Get to know your clients through personalized interviews, KYC format, financial reviews and covered needs
- Comply with the high levels of integrity and professional ethics in accordance with the Code of Conduct, the Group's internal regulations, applicable labor laws, financial laws and codes.
- Annually read GSM and Code of Conduct.
- Knowledge of current regulations and updates or changes that may be issued by regulators.
- Each business and functional manager is responsible for the management of operational risk, including its identification, evaluation, mitigation and control, as well as the identification of losses and generation of reports in accordance with the management framework established in the Operations FIM.
- It is the responsibility of all employees to be aware of the operational risks or potential risks in their branches. If an employee is aware of a real or potential risk, they must report it to their immediate superior, ensuring that the Risk Coordinator is also informed. This responsibility should be reflected in the personnel manuals and in the corresponding performance evaluations.
- Maintain HSBC's internal control standards, including the timely implementation of auditable points, both internal and external, together with any article issued by external regulations.
- The employee is responsible for the security of the information, through the protection of data, physical and electronic information, as well as the commitment to its confidentiality.
- Completing the appropriate control standards and the relevant compliance policy
- Establish actions with the different divisional and regional directorates for risk mitigation.
- Monitoring of compliance with internal regulations and that of the authority.

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