Relationship Manager GPB

at  HSBC

Job description
Relationship Manager, Private Banking (0000K36Q)

GCB 04

Some careers prize diversity more than others.
If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an ambitious individual to join our Private Banking team working together to provide a world class service to our most valuable clients.

KNOWLEDGE / EXPERIENCE

• Bachelor’s degree is must to obtain visa in UAE
• In-Depth experience of relationship management in the private banking sector
• Strong customer focus and knowledge for high-net worth propositions and products
• 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
• Strong organization skills and customer service focus
• Attention to detail and the ability to think creatively to solve problems
• Excellent understanding of financial markets and products

IN THIS ROLE, YOU WILL:

• The Relationship Manager (RM) is in charge of managing and developing a client relationships
• Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
• Establishes new relationships and manages existing relationship in order to generate new AUM, Revenue and enhance ROTCP (return on total client position) and ROA (return on assets)
• Co-operates with platform manager to clear pending items, improve quality and resolve problems
• 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
• Ensures client’s objectives are met through an appropriate selection of products within the client portfolio
• Ensures clients are aware of their level of risk
• Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities
• Ensures client’s KYC, CDD and AML information is up-to-date.
  Requirements