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Job description Some careers open more doors than others If you re looking for a career that will unlock new opportunities join HSBC and experience the possibilities Whether you want a career that could take you to the top or simply take you in an exciting new direction HSBC offers opportunities support and rewards that will take you further Within International Wealth and Premier Banking IWPB we serve 41 million customers globally including 6 7 million who are international from retail customers to ultra high net worth individuals and their families We help our customers look after their day-to-day finances and manage protect and grow their wealth Our wealth management teams provide financial planning and advice and market insight and updates as well as products in areas such as investments deposits insurance financing and foreign exchange They include relationship managers who work to understand the financial needs of clients and create strategies to meet their objectives as well as technical product experts sales managers and support staff This job profile provides a broad overview of the Job Personal Financial Consultant The Personal Financial Consultant role is accountable for remotely managing Premier non qualified customers The role holder will develop engage retain and activate clients through the identification of customer needs and opportunities to create deeper and stickier relationships The role is primarily aimed at managing the following aspirational goals Relationship management of unmapped Premier customers Identifying and referring fulfilling customer needs aided by analytics driven triggers Imparting a world class experience aligned to the customer promise and Increasing wallet share through value build transitioning customers up the client continuum Role responsibilities Deliver the proposition by providing a consistently excellent customer experience achieving the relevant contact standards and enhancing the client facing time for Customers Primary contact for Premier non-qualified non-named RM managed customers and providing banking services and wealth management support Act as a brand ambassador for HSBC delivering an exceptional customer experience through identifying and fulfilling customer needs at first point of contact Provide an outstanding customer experience to HSBC clients achieving the relevant contact standards and enhancing the client facing time for Customers Activate customers within their targeted segment portfolio and generate NTB referrals Retain existing customers through engagement in-line with the market and segment strategy Identifying Customer needs by making full use of franchise levels to ensure quality referrals and introductions to colleagues whilst taking ownership of the day to day servicing of customer needs Encourage customers to use additional channels where appropriate Responsible for a specialized portfolio containing clients with more complex needs Leverage new capabilities and evolving tools to effectively communicate with clients remotely Ensure all activities transactions and sales adhere to prevailing HSBC and regulatory standards Maintain and grow profitable long-term relationships with client in line with the Customers channel of choice and focus on developing more meaningful customer relationships whilst improving income generation Deliver a consistent and tailored wealth management service to our Premier clients by referring to team of experts as appropriate in market Accountabilities Primary point of contact for retail banking requirements and low value wealth management requirements where appropriate in market for Non-RM Managed Premier Qualified clients Drive achievement against expectations for revenue generation product alignment customer satisfaction and cost containment Grow HSBC s share of high-net-worth client wallet involving investment and other products to ensure product capabilities are in line with client sector requirements Successful implementation of acquisition strategies and acquiring new-to-bank customers via central self-generated leads or Branch opportunities Getting to know customers through approved methods and building relationships with them Requirements Minimum Graduation or as required for the role whichever is higher Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment as required Useful Link Link to Careers Site Click You ll achieve more at HSBC HSBC is committed to building a culture where all employees are valued respected and opinions count We take pride in providing a workplace that fosters continuous professional development flexible working and opportunities to grow within an inclusive and diverse environment Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement which is available on our website Issued by The Hongkong and Shanghai Banking Corporation Limited India