HSBC Jobs – Bilingual Premier Relationship Manager

Job Description: 

As a Premier Relationship Manager, you will have dedicated and continued support from a Premier Relationship Officer who will aide you with proactive client contact, dealing with client banking queries, support back office processing and work alongside branch colleagues to grow new client opportunities.

Job Responsibilities:

• Well-developed knowledge of digital / online banking
• University / College degree or combination of education and equivalent and related work experience.
• Considered an asset: working towards Personal Financial Planning Designation (PFP); for Quebec only, Institute of Canadian Brokers certificate of achievement – Advanced Personal Finance.
• 2-3 years of experience in a sales role in the banking industry
• Effective English communication skills, with fluency in a second language an asset
• Well-developed technical skills in wealth management and credit lending
• Knowledgeable about market conditions affecting customer portfolios
• Proven ability to sell and meet set sales / performance targets
• Well-developed sales orientation, business development and portfolio management skills

Job Requirements: 

• Understanding of business banking and products and services
• Evidence of strong sales results
• Have a passion for continuously delivering superior customer experience
• Sound knowledge of financial and investment products and services, and the client relationship management system
• Relationship management experience, aligned to a client portfolio
• Effective communicator, client focus and influencing skills
• Strong technical skills in wealth management
• Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent

Job Details: 

Company: HSBC

Vacancy Type:  Full Time

Job Location: Ottawa, Ontario, CA

Application Deadline: N/A

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