The jobholder has prime
responsibility for:
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Understanding and meeting customer needs, maximizing the opportunities for HSBC to achieve the RBWM plan/metrics
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Leading the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources.
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Compliance with the relevant Group standards and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
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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
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The jobholder will hold Lending Approval authorities appropriate to their role.
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The job holder operates within the approved operating and strategic plan process to develop the RBWM business.
Qualifications
Experience &
Qualifications
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Proven ability in customer relationship management
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Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs
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An understanding of Credit Policies and Lending Guidelines.
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An broad knowledge of financial planning and defining customer needs
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A full understanding of referral processes
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An understanding of the Premier, Advance and Personal Banking Propositions