Website HSBC Bank
Job Description:
As a Premier Relationship Manager, you will be a trusted adviser to our new and existing customers. You will provide a tailored approach and comprehensive financial advice, while working collaboratively with team members to support their entire life journey.
Job Responsibilities:
- Comply with governing regulations and procedures
- Demonstrate genuine curiosity about customers, helping them reach their financial ambitions
- Provide guidance on a full range of HSBC and external partner products and services
- Build and maintain positive relationships with clients
- Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
- Deliver tailored wealth management and financial planning services to a portfolio of HSBC Premier clients
- Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
- Connect with product specialists to help and support you with pension and legacy tax planning, as well as protection and investment products
Job Requirements:
- Institute of Canadian Broker certificate of achievement – Advanced Personal Finance (Quebec o
- Mutual Fund Skills Builders Course (or willing to acquire with HSBC support)
- Effective communicator, customer-focused and great influencing skills
- Three years of dynamic financial services and/or retail sales experience (or equivalent)
- Fluency in English is required, Fluency in Mandarin and/or Cantonese is an asset
- A passion for continuously delivering outstanding customer experience
- Be able to converse on topics such as Anti-Money Laundering, sanctions, complaint handling, and estate planning
- Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
- Evidence of strong sales results and technical skills in wealth management
- Sound knowledge of financial and investment products and services
- Experience and knowledge with client relationship management system
- Personal Financial Planning Designation (PFP);
- An understanding of business banking, products and services
- Relationship management experience aligned to a client portfolio
Job Details:
Company: HSBC Bank
Vacancy Type: Full Time
Job Location: Victoria, British Columbia, CA
Application Deadline: N/A
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