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Role Purpose
The Retail Insurance Manager (RIM) role is a client facing role. Playing a integral part of HSBC WPB flagship offering of ‘’Premier Banking’’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all unmapped Premier customers of applicable location, anticipate needs and provide required banking/financial advisory services.The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards.The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the keyactivities to achieve your goals as complied with local regulatory requirement. All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements
Principal Accountabilities
Impact on the Business / Function
Customers / Stakeholders
Leadership & Teamwork
Operational Effectiveness & Control
·Ensure all processes and procedures are accurate and in accordance withthe WPB policy standards and regulatory requirements
·Maintain a high level of technical expertise by working closely with product team and product providers
·Comply with local regulations in all aspects of strategy, sales processes, product suitability, client correspondence, financial promotions, administration, and complaint handling
·Adhere to all relevant processes and procedures of the Group compliance policy and internal controls
·Contribute to HSBC by creating and retaining market leading standards and controls
·Communicate and adhere to HSBC policy and procedures in order to ensure good operational, financial and project management, policy and procedural compliance and early identification and effective resolution or escalation of issues that arise.
Contribute to the development, implementation and maintenance of a management information, analysis and reporting framework that supports and informs timely and effective business management and decision making at all levels.
Contribute to the implementation and monitoring of the application of policies, governance frameworks, procedures, practices and standards to ensure quality, effective risk management and regulatory compliance.
Management of Risk
Observation of Internal Controls
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