Job Description

Job description

Opening up a world of opportunity.

We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We're 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: Dundas Street East, Mississauga

In this role, you will be responsible for developing and retaining relationships primarily with existing immerging affluent customers, through active management of branch portfolios and ensuring solutions continually meet customer's needs.

The Senior Premium Banker is also responsible for attracting new customers by understanding their financial needs and delivering superior standards of service quality. The key to success in this role is having the industry expertise and business acumen to deliver in accordance with HSBC's values.

Responsibilities:

• Solicitation of customer referrals and promotion of products and service offerings across multiple distribution channels
• Identification of opportunities for wealth and credit reviews to optimize portfolio performance and meet the needs of the customer
• Help educate customers on alternate ways to bank
• May also support teller transactions and handle cash as required to support customers
• Maintain operational integrity in accordance with HSBC and regulatory standards in compliance

Requirements

• 2-3 years of experience in a sales role in the banking industry
• Well-developed sales orientation, business development and portfolio management skills
• Proven ability to sell and meet set sales / performance targets
• Knowledgeable about market conditions affecting customer portfolios
• Well-developed technical skills in wealth management and credit lending
• Well-developed knowledge of digital / online banking
• Effective English communication skills, with fluency in a second language an asset
• University / College degree or combination of education and equivalent and related work experience.
• Considered an asset: working towards Personal Financial Planning Designation (PFP); for Quebec only, Institute of Canadian Brokers certificate of achievement - Advanced Personal Finance.

Licencing/Accreditations

• Mutual Fund Licensing. Completed or willing to obtain with HSBC support:

Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course

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.