Premium Banker

Description:

• Build and maintain positive relationships with clients by providing efficient and professional customer service
• Develop existing customer relationships through active management of portfolios, ensuring solutions continually meet customer’s needs
• Attract new customers through referrals, promoting products and service offerings that match their financial needs
• Support banking transactions and handle cash, as required, and sponsor digital engagement where appropriate
• Align with HSBC governing regulations and procedures
• Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
• Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences

Requirements

• 2 years of proven experience in a customer facing role in the banking industry
• Genuine and in-depth curiosity about current financial market and economy
• Sound knowledge of digital banking and technical skills in wealth management
• Passion and pride for continuously delivering an outstanding customer experience
• Second language is an asset

Licencing/Accreditations

• Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
• Institute of Canadian Broker certificate of achievement – Advanced Personal Finance (Quebec only)