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Role Purpose

The Retail Insurance Manager (RIM) role is a client facing role. Playing a integral part of HSBC WPB flagship offering of ‘’Premier Banking’’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all unmapped Premier customers of applicable location, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement. All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements

Principal Accountabilities

Impact on the Business / Function

Own the client relationship with HSBCMaintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the GroupMaintain highest standard of excellence in client service across the team and with individual portfolio -Ongoing analysis of client portfolios through marketing of ideas and researching clientsMonitor client satisfaction data implementing portfolio level improvementsWorkwith the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client

Leadership Teamwork

Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks.

Observation of Internal Controls