This
role is a customer facing role with personal banking customers who make a
significant contribution to the HSBC Retail Banking Wealth Management (RBWM)
business
Completion
of full reviews to establish and address personal banking customers immediate and
future financial requirements as the primary contact with those customers.
Responding to a combination of ‘walk in’ customers and creating opportunities
from centrally created contact lists are main sources of the job holder’s
activity
The job holder will need to understand and deliver the standards of service quality required, maintaining published Service Level Agreements
Duties & Responsibilities
The jobholder has prime responsibility for
Understanding
and meeting customer needs, maximizing the opportunities for HSBC to achieve
the RBWM plan/metrics
Leading
the Personal Banking proposition to ensure opportunities are identified and
customer needs are met effectively, maximizing all available resources
Compliance
with the relevant Group standards and the Regulatory organization as applied to
the implementation of the RBWM strategy in their country
Whilst
the job holder does not have a direct portfolio of customers, they are
responsible for generating leads and sales from the Personal Banking
proposition and making referrals to Wealth
The
jobholder will hold Lending Approval authorities appropriate to their role
The
job holder operates within the approved operating and strategic plan process to
develop the RBWM business