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Premier Support Officer

2 weeks ago

Doha, Qatar HSBC Full time

-Job description

Some careers prize diversity more than others.

If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

**In this role, you will**:

- Provide excellent customer service and handle Customer queries.
- Help the customers with their basic banking requirements related to all bank products and services and achieve targets set for cross sell.
- Provide customers with Account / Credit Card statement as requested.
- Prepare letters for RP follow up and collect and update RPs received from customers and send them to SD for filing
- Prepare introduction, Balance, Salary, Outstanding liabilities and clearance letters and mail lists for dispatch.
- Participate in effective sales activity management, and achieving the PRA standards required for the global Premier RM Academy.
- Provide support to Premier Relationship with respect to clean up / promotions / checking and dispatch OCLs / phone enquires/ KYC updating / documentation handling when PRM is away, checking inward Clearing Cheques for approval
- Maintain HSBC Internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators
- Assist Line Management in their responsibility for complying with all relevant AML regulations and Group standards
Requirements

**To be successful in the role, you should meet the following requirements**:

- Attain proposition and product related qualifications
- If dealing with Premier customers, required trainings and accreditation need to be done
- Proven ability in customer service and building customer relationships
- Ability to identify customer needs and influence customers to take appropriate action to meet their needs
- An understanding of HSBC’s Credit Policy and Lending Guidelines
- A broad knowledge of financial planning and defining customer needs
- A full understanding of referral processes
- An understanding of the Premier, Advance and Personal Banking Propositions
- Excellent customer service skills
- Strong verbal and written communication skills
- Customer driven with a strong focus on quality of service
- Proven ability in making lending decisions in accordance with bank policy and guidelines
- A clear understanding of how value is created within the Premium segment, both for customers and the bank