AVP - Premier Financial Consultant

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This job profile provides a broad overview of the Job Personal Financial Consultant

The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers.The role holder will develop , engage, retain and activate clients through the identification of customer needs and opportunities to create deeper and “stickier” relationships. The role is primarily aimed at managing the following aspirational goals.

• Relationship management of unmapped Premier customers
• Identifying and referring / fulfilling customer needs aided by analytics driven triggers
• Imparting a world class experience aligned to the customer promise, and
• Increasing wallet share through value build, transitioning customers up the client continuum

Role responsibilities

• Deliver the proposition by providing a consistently excellent customer experience, achieving the relevant contact standards and enhancing the client facing time for Customers
• Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support
• Act as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact
• Provide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for Customers
• Activate customers within their targeted segment/portfolio and generate NTB referrals
• Retain existing customers through engagement in-line with the market and segment strategy
• Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs
• Encourage customers to use additional channels where appropriate
• Responsible for a specialized portfolio containing clients with more complex needs
• Leverage new capabilities and evolving tools to effectively communicate with clients remotely
• Ensure all activities, transactions and sales adhere to prevailing HSBC and regulatory standards. Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation
• Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market

Accountabilities

• Primary point of contact for retail banking requirements (and low value wealth management requirements where appropriate in market) for Non-RM Managed Premier Qualified clients
• Drive achievement against expectations for revenue generation, product alignment, customer satisfaction and cost containment
• Grow HSBC’s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client/sector requirements
• Successful implementation of acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunities
• Getting to know customers through approved methods and building relationships with them