Premier Relationship Manager Job in Vancouver, British Columbia Canada

Premier Relationship Manager – North Vancouver
Position Summary:
To acquire, relationship manage, grow and provide wealth management services to a mass affluent and / or emerging market portfolio, across multiple distribution channels.

Duties and Responsibilities:

– Proactively networks with a diverse range of Premier customers focusing on acquiring and developing the mass affluent and those with high investment complexity as influenced by market location.
– Contributes to branch profitability through relationship management and the effective solicitation and selection of deposit, investment and credit products and the development of profitable personalized client relationships.
– Execute market strategy, acquire and develop new business and identify revenue opportunities.
– Make qualified referral to Wealth Management business partner.
– Maintains current knowledge of investment products and services and proactively manages the impact of the external market on customers.
– Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations.
– Pursues targeted mass affluent opportunities to fully service existing and prospective clients deposits, investment, and other banking needs.
– Have wealth management led conversation with customer, lead customer through Wealth Management journey.
– Acts as the key relationship manager and main contact for Premier eligible clients.
– Builds portfolio through proactive customer relationships, portfolio management and referring to other areas of the business where appropriate.
– Encourage and educate clients to facilitate the use of appropriate alternative delivery channel.
– Exceed customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel.
– Ensure branch or work area is maintained in accordance with HSBC standards.
– Work as part of an integrated branch and multi channel Premier management team, proactively supporting others.
– Provide guidance and coaching to more junior team members and contribute to performance reviews where appropriate.
– Actively participate in all Bank promotional programs, sales targets and marketing initiatives targeted at Premier customers.
– Participates in business development programs within area of specialty to enhance industry and product knowledge.
– Actively refers customers to other areas of HSBC where appropriate.
– Demonstrate Group capabilities.
– Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
– Promote an environment that supports diversity and reflects the HSBC brand.
– Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

Qualifications and Requirements:

– University / College degree or combination of education and equivalent and related work experience.
– 2 – 4 years of experience in a customer facing role in the banking industry.
– Mutual Fund Licensing. Requires completion of:
– Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
– Mutual Fund Skills Builders Course.
– Completion of HSBC Way of Selling.
– Completion of HSBC Premier Academy.
– World Selection (training provided by Asset Management Canada, AMCA).
– Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement Advanced Personal Finance.
– Career minded with well developed business development and relationship management skills.
– Proven ability to sell and meet set sales / performance targets in a sales role.
– Advanced communication and customer service skills.
– Excellent interpersonal skills to support the building of strong relationships with diverse groups of people.
– Strong knowledge of HSBCs products / services and competitive environment.
– Strong knowledge of HSBCs policies, practices, and procedures within own area.
– Knowledge of regulations impacting personal financial services activities.
– Advanced problem solving and conflict resolution skills.
– Advanced analytical and critical thinking ability.
– Understands / speaks second language is an asset.
– Willingness to be mobile in local community.
– Knowledge Mandarin, Cantonese, or Farsi is an asset but not required.

Related posts:

1. Financial Planner Investment and Retirement Planning – Vancouver, BC Job in Vancouver, British Columbia Canada
2. Small Business Banker Job in Vancouver, British Columbia Canada
3. Mortgage Specialist Job in Kelowna, British Columbia Canada
4. Mortgage Specialist Job in Cloverdale V3s6s6, British Columbia Canada
5. Accounting Manager – International Corporation in Property Management Job in Vancouver, British Columbia Canada