*relationship manager*
role purpose
to provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services.
activites
- grow revenue, increase aum of portfolio and increase inflows of net new money (nnm), achieving growth by leveraging brand, channels and rm network
- has regular contact and meetings with clients
- provides support to client's portfolio management
- ensures client's objectives are met through the portfolio allocation
- ensures clients are aware of their level of risk
- follows-up portfolios on a regular basis and develops client's profitability
- identifies opportunities to meet the credit needs of clients seeking secured and unsecured loans for a variety of purposes
- provide assistance to fellow relationship managers
- bring motivation and support to team
- work closely with other bank departments
- works closely with other bank departments to maintain hsbc internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- ensures follow-up on all risk and compliance issues (such as ccr, kyc, compliance requests, risk management requests, internal audit requests)
- minimize operational losses
requirements
knowledge
- at least 5 years of relationship management experience in the banking sector
- proven track record in asset gathering, asset growth and revenue generation
- excellent commercial and negotiation skills
- highly developed communication skills for use in direct client contact and problem solving
- ability to provide strong financial and statistical analysis.
- strong customer service focus
- attention to detail and the ability to think creatively to solve problems
- excellent understanding of financial markets and products
"en hsbc ofrecemos a nuestros colegas un mayor número de días para que puedan disfrutar al máximo su boda, cuidar al nuevo integrante de la familia, o vivir el duelo por la pérdida de algún familiar.
nuestro paquete de permisos con goce de sueldo *está a la vanguardia en méxico.
*
*ahora tienes una* razón más para ser hsbc y vivir con orgullo una cultura de bienestar integral, balance y auto cuidado".