Job Description
Some careers open more doors than others.If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.This job profile provides a broad overview of the Job Personal Financial ConsultantThe 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 customersIdentifying and referring / fulfilling customer needs aided by analytics driven triggersImparting a world class experience aligned to the customer promise, andIncreasing wallet share through value build, transitioning customers up the client continuumRole responsibilitiesDeliver the proposition by providing a consistently excellent customer experience, achieving the relevant contact standards and enhancing the client facing time for CustomersPrimary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management supportAct as a brand ambassador for HSBC, delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contactProvide an outstanding customer experience to HSBC clients, achieving the relevant contact standards and enhancing the client facing time for CustomersActivate customers within their targeted segment/portfolio and generate NTB referralsRetain existing customers through engagement in-line with the market and segment strategyIdentifying 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 needsEncourage customers to use additional channels where appropriateResponsible for a specialized portfolio containing clients with more complex needsLeverage new capabilities and evolving tools to effectively communicate with clients remotelyEnsure 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 generationDeliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in marketAccountabilitiesPrimary point of contact for retail banking requirements (and low value wealth management requirements where appropriate in market) for Non-RM Managed Premier Qualified clientsDrive achievement against expectations for revenue generation, product alignment, customer satisfaction and cost containmentGrow HSBC’s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client/sector requirementsSuccessful implementation of acquisition strategies and acquiring new-to-bank customers via central, self-generated leads or Branch opportunitiesGetting to know customers through approved methods and building relationships with them
