Job Description

Job description

Opening up a world of opportunity.

We\'re a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We\xe2\x80\x99re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About the role

Branch Location: 407-8th Avenue SW, Calgary

In this role, you will manage our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business. It will also entail reviewing client portfolios regularly to ensure solutions still meet clients\xe2\x80\x99 needs, and embed client loyalty by meeting those needs either directly or through other internal business partners.

The Senior Premier Relationship Manager will own the HSBC client relationship by being responsible for acquiring and developing new business as well as retaining relationships with current Premier clients.

Responsibilities

• Maintain a deep understanding and technical knowledge of relevant products and services available from HSBC Group sources and elsewhere, in order to provide the best solutions for clients.
• Identification of opportunities for wealth reviews, and delivering wealth solutions
• 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
• Monitor client satisfaction data and implement portfolio level improvements
• Ensure achievement of business performance measures by delivering differentiated products and services to the client
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
• Collaborate with the wider team to deliver the Branch Wealth and Personal Banking Performance measures and plan to support the multi channel client journey
• Promote an environment that supports diversity and reflects the HSBC brand
• Manage operational risk by using relevant Management Information to identify risk situations and take any appropriate action to minimize loss

Requirements

• Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in lending, insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Good knowledge of personal investment and credit financing
• Clear view on how to work with cross-functional teams including, Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Bachelor\'s degree or equivalent experience
• Supporting branch hours Monday to Friday 8:30am to 5:00pm.

Licencing/Accreditations

• Must have Mutual Fund Licensing completed:
• Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course and
• Personal Financial Planning Designation (PFP);

HSBC Proud

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We encourage all Black people, Indigenous People of Canada and people with disabilities to self-identify in their applications. Please contact our Canada Careers mailbox ( ) with any additional inquiries or for support and reasonable accommodations during the selection process.

If this is not the ideal role for you, we invite you to so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.

HSBC