Executive Relationship Manager

3 days ago

Melbourne, Australia HSBC Full time

-Job description

**Some career choices have more impact than others.**
At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
As an HSBC employee in Australia, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.
As an Executive Relationship Manager, your main responsibility is to help our high-net-worth customers with holistic solutions across both lending and investment needs. The role will require regular customer portfolio reviews, business development and for wholesale/sophisticated customers updates on investment trends, providing research information and HSBC house views. Investment and HNW lending experience are required to be successful in this role. In a high paced and challenging environment, you will need to be extremely organised, work to strict deadlines and manage the expectations of customers/stakeholders.

**Responsibilities**:

- Delivering a consistent and tailored relationship management service to our most valuable Premier, HNW & UHNW customers
- Build in depth relationships with our clients to help build trust and strategic growth for your portfolio
- Execute on a business development strategy to grow the customer portfolio
- Manage a sub portfolio of Wealth customers that have been wholesale / sophisticated investor accredited for their wealth needs and proactively offer investment solutions
- Maximising growth in the portfolio and achieving the set KPIs
- Working closely with other segments of HSBC (e.g., retail banking, corporate banking, markets) to deliver a seamless customer experience and referrals where appropriate
- Compliance with the relevant Group standards and regulatory requirements
Requirements

**Requirements**:

- Experience in Lending and Relationship Management in the HNW segment (e.g. Private banking)
- RG 146 training in Securities, Bonds and Managed Investments
- Relevant industry knowledge of the latest economic developments, interest rates and developments in the share markets
- Strong client focus and ability to develop long term partnerships and win new business
- Experience in Wealth management solutions and regulation relating to wholesale and sophisticated investor segment.
We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.

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