
Website HSBC
Job Description:
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.
Job Responsibilities:
- May also support teller transactions and handle cash as required to support customers
- Solicitation of customer referrals and promotion of products and service offerings across multiple distribution channels
- Maintain operational integrity in accordance with HSBC and regulatory standards in compliance
- 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
Job Requirements:
- Well-developed technical skills in wealth management and credit lending
- University / College degree or combination of education and equivalent and related work experience.
- Effective English communication skills, with fluency in a second language an asset
- Well-developed knowledge of digital / online banking
- Proven ability to sell and meet set sales / performance targets
- Considered an asset: working towards Personal Financial Planning Designation (PFP); for Quebec only, Institute of Canadian Brokers certificate of achievement – Advanced Personal Finance.
- Knowledgeable about market conditions affecting customer portfolios
- Well-developed sales orientation, business development and portfolio management skills
- 2-3 years of experience in a sales role in the banking industry
Job Details:
Company: HSBC
Vacancy Type: Full Time
Job Location: Calgary, AB, CA
Application Deadline: N/A
vacancyoptions.com