Client Relationship Manager

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.

Your role as Client Relationship Manager is customer facing and is responsible for assisting all non-premier customers with their financial needs. This role is based in a central hub mostly dealing with clients virtually over the phone and via video conferencing tools. Whilst this role is virtual it does require the ability to connect with clients over the phone and in person as may be required to service customers in their preferred branch/location.

You will be responsible for, developing and retaining relationships and will work with the broader branch network and direct teams to ensure achievement of the business performance measures and plan (as defined by Wealth and Personal Banking (WPB)).

This will be achieved by actively helping customers with their stated needs and identifying where there is an opportunity to transition a customer to Premier to benefit them ongoing.

In delivering the business objectives you must also maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team. Creating and maintaining an environment and relationships where you and the wider Branch and Direct teams maximize performance in achieving the WPB business objectives.

Your main responsibilities will include
- Maximize profit and achievement of the growth of Premier Customers
- Achieve agreed KPI objectives by development of existing and new relationships
- Build effective relationships with clients to retain and develop sustainable relationships
- Effective use of tools and information to drive client service delivery and WPB performance
- Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
- Establish and agree client contact strategies in line with Group operating models that supports our retention model
- Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Requirements

To be successful in this role, you will need
- Bachelor's degree or equivalent experience
- Previous experience in Lending / Customer Relationship Management and or demonstrated outstanding performance in Premier Relationship Manager Junior Role
- Strong communication, client focus and influencing skills
- Strong sales orientation, networking and portfolio management skills
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country

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.