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Senior Relationship Manager
hace 2 meses
Role Purpose:
- Responsible for delivering exceptional customer service to HSBC clients classified in the PCS segment and their families. A client qualifies for the PCS segment with an investment balance of $20 million or more.
Key Responsibilities:
- Develop and implement strategies to attract, acquire, and manage high-value clients with balances of $20 million or more.
- Proactively manage client portfolios to identify and address needs, optimize profitability, and promote financial services and solutions.
- Provide timely solutions to client needs to foster loyalty and retention.
Collaboration and Communication:
- Work closely with internal teams and segments, including staff areas, Premier Executive, and Premier/Wealth Executives.
- Establish and maintain strong relationships with colleagues and stakeholders to deliver exceptional service.
Professional Requirements:
- Advanced knowledge of deposit and investment products.
- Strong understanding of current regulations and updates.
- Ability to maintain high levels of integrity and professional ethics.
Operational Risk Management:
- Identify, evaluate, mitigate, and control operational risks.
- Report losses and generate reports in accordance with the management framework.
Internal Control Standards:
- Maintain HSBC's internal control standards, including timely implementation of auditable points.
