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Premier Client Manager, Jersey



- HSBC Bank plc -

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Post Date: Sep 05, 2017
Job Type: Permanent
Accomodation: No
Start Date: - n/a -
Salary: - n/a -
Location: Jersey
Job Reference: 5RBWM00009PZH
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Before applying for a job please note: All Job Seekers other than U.K. or E.U. nationals require a visa/work permit to enter the Channel Islands.
Commonwealth nationals aged 17 - 27 need a two year "Working Holiday Maker" permit to enter the Islands.

Description
•        Achieve agreed Key Performance Indicator objectives through the development of existing and new Top Tier client relationships
•        Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
•        Use tools, information, and delivery channels effectively to deliver the highest levels of client service
•        Maintain a minimum standard of qualifying top tier premier clients within portfolio as stated by Group
•        Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
•        Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date


Skills
Relevant product knowledge including knowledge of Investment Products, Protection Products, Insurance Products
•        Experience working in relevant environment/s, i.e. Wealth Management, Portfolio Management
•        Role relevant qualifications, i.e. Level 4 Diploma qualified
•        Proven experience of leading the delivery of an excellent customer service and proactively look for innovative ways to improve the service delivered to customer


Notes
For further details and application information please click “Apply” or visit our careers site, searching under reference 00009PZH.


Contact Details

URL: https://hsbc.taleo.net/careersection/external/jobdetail.ftl?lang=en_GB&job=00009pzh&src=JB-11441



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