Duties & Responsibilities
The jobholder has prime responsibility for:
Understanding and meeting customer needs, maximizing the opportunities for HSBC to achieve the RBWM plan/metrics
Leading the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources.
Compliance with the relevant Group standards and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
Whilst the job holder does not have a direct portfolio of customers, they are responsible for generating leads and sales from the Personal Banking proposition and making referrals to Wealth
The jobholder will hold Lending Approval authorities appropriate to their role.
The job holder operates within the approved operating and strategic plan process to develop the RBWM business.
Experience & Qualifications
Proven ability in customer relationship management
Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs
An understanding of Credit Policies and Lending Guidelines.
An broad knowledge of financial planning and defining customer needs
A full understanding of referral processes
An understanding of the Premier, Advance and Personal Banking Propositions
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