Senior Premium Banker

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 Job Description - Senior Premium Banker (0000D0SV)

Job Description 

Senior Premium Banker : 0000D0SV 



HSBC Bank Canada, a subsidiary of HSBC Holdings plc, is the largest and leading international bank in the Canada, with assets of US$2,522bn as at 31 December, 2017.  HSBC serves customers worldwide through an international network of around 3,900 offices in 67 countries and territories in Europe, Asia, North and Latin America, and the Middle East and North Africa.

We help companies and individuals across Canada to manage their finances through three global business lines: Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management.

It’s this global connectivity that you will find yourself inspired and collaborating with colleagues not just locally but also across continents and cultures.


About Retail Banking & Wealth Management


Retail Banking and Wealth Management serves millions of customers worldwide, helping them manage their day – to day finances and save for the future.  We also connect institutional and retail clients with investment opportunities through our Global Asset Management division. We are committed to building long-term relationships with our customers, offering products and services to help them reach their goals and aspirations.  We continue to exponentially grow our market share in Canada year on year. 

 Principal Accountabilities 

Senior Premium Banker is responsible for developing and retaining relationships primarily with existing Immerging affluent customers.  This will be achieved through the active management of branch portfolios and ensuring solutions continually meet customer’s needs as well as exceeding customer expectations in terms of speed, efficiency and professionalism.  The Senior Premium Banker is also responsible for attracting new customers by understanding their financial needs and delivering superior standards of service quality. This involves solicitation of customer referrals and promotion of products and service offerings across multiple distribution channels. An integral part of this role is the identification of opportunities for wealth and credit reviews to optimize portfolio performance to meet the needs of the customer.   Well –developed skills to role model the skills of educating customers on alternate ways to bank. The Senior Premium Banker may also support teller transactions and handle cash as required to support customers. The key to success is maintaining operational integrity in accordance with HSBC and regulatory standards in compliance.  




Knowledge and Experience Required

  • The key success to this role is someone who has the industry expertise and business acumen to deliver in accordance to HSBC’s values.
  • The minimum requirements for this role is the following:
  • University / College degree or combination of education and equivalent and related work experience.

  • 2-3 years of experience in a sales role in the banking industry.
  • Mutual Fund Licensing. Requires completion of:  Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and   Mutual Fund Skills Builders Course

  • Working towards Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance.

  • Career minded with well-developed business development and relationship management skills.

  • Advanced communication and customer service skills.
  • Knowledgeable about market conditions affecting their customer portfolios.

  • Well-developed sales orientation, networking and portfolio management skills

  • Proven and well-developed ability to sell and meet set sales / performance targets in a sales role.

  • Well-developed technical skills in wealth management
  • Knowledgeable about mortgage lending process
  • Well-developed knowledge of digital / online banking and sponsoring digital engagement for customers.

  • Understands / speaks second language is an asset                    
HSBC Proud

In 2017, HSBC Bank Canada was named one of the Best 50 Corporate Citizens by Corporate Knights magazine, in addition to The World’s Best Bank by Euromoney Magazine in its annual Awards for Excellence.

Join HSBC, and benefit from the following:

  • Career Development: Within your current role, as well as Canadian and international opportunities

  • Company Reputation: Offering prestige, strength, and longevity

  • Business Growth: Underpinned by our drive, and the highest banking standards

  • International Connectivity and impact: Build global relationships and be a part of international initiatives

  • A diverse workforce: Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization

  • Corporate Sustainability:  We build our business for the long term by balancing social, environmental and economic considerations in the decisions we make 


Job Field

 : Retail / Branch Banking

Primary Location

 : North America-Canada-Ontario-Toronto


 : Full-time 


 : Day JobType of Vacancy : Region vacancy

Job Posting

 : 15-May-2019, 01:37:39 

Unposting Date

 : 21-May-2019, 11:59:00  

31 October 2019
Location: Canada Ontario Toronto
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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