Branch VRM, Shenzhen Branch HSBC CHINA(South Region)

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager 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 experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

1. Support the achievement of Country AOP
2. Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
3. Build effective relationships with clients to retain and develop sustainable relationships
4. Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
5. Effective use of tools and information to drive client service delivery and
6. WPB performance
7. Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
8. Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
9. Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
10. Establish and agree client contact strategies in line with Group operating models
11. Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

1. Own the client relationship with HSBC
2. Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
3. Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients
4. Monitor client satisfaction data implementing portfolio level improvements
5. Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
6. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership & Teamwork

1. To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
2. Proactively support others through direct and indirect actions beyond activities particular to this role
3. Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journey
4. Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness & Control:

1. Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
2. Agree and manage lending facilities within any agreed Approval Authority (RAA)
3. Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss
4. Adhere to selling process and sales quality requirements