Executive Relationship Manager - Victoria

at  HSBC

Job description

REQUIREMENTS:

• Experience in Lending and Relationship Management in the HNW segment (e.g. Private banking)
• RG 146 training in Securities, Bonds and Managed Investments
• Relevant industry knowledge of the latest economic developments, interest rates and developments in the share markets
• Strong client focus and ability to develop long term partnerships and win new business
• Experience in Wealth management solutions and regulation relating to wholesale and sophisticated investor segment.
  Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.
  We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.
  Learn more about careers at HSBC Australia – https://www.hsbc.com/careers/where-we-hire/australia
  Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Bank Australia Limited. Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels.

• Delivering a consistent and tailored relationship management service to our most valuable Premier, HNW & UHNW customers
• Build in depth relationships with our clients to help build trust and strategic growth for your portfolio
• Execute on a business development strategy to grow the customer portfolio
• Manage a sub portfolio of Wealth customers that have been wholesale / sophisticated investor accredited for their wealth needs and proactively offer investment solutions
• Maximising growth in the portfolio and achieving the set KPIs
• Working closely with other segments of HSBC (e.g., retail banking, corporate banking, markets) to deliver a seamless customer experience and referrals where appropriate
• Compliance with the relevant Group standards and regulatory requirements
  Requirements