Found Description
Premier Relationship Manager – Davao
The role is a client-facing position managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross-sell and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them.
It also involves reviewing the portfolio regularly to identify cross-selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.
In order to deliver the business objectives, the role holder will need to refer...