HSBCSenior Premier Relationship Manager
Aug. 2010 - Jun. 2015Vancouver, Canada AreaRecognized as one of top performing Premier Relationship Manager Canada wide. The role is a client facing role managing the HSBC relationship with highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. My responsibility is to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients, and specifically, to do the following: - Build trusting relationships with existing and potential Top Tier Premier clients (1mil-5mil investable assets), and to provide financial advice which leads to highly individualised strategies aimed at wealth creation and capital preservation - Work as part of an integrated management team to ensure, standards and are met and operating models delivered - Complete line manager responsibilities for managing assigned Premier Officer or designated support staff - As a team player, establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs - Act a role model and coach to more junior RMs, as needed - Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss