Premier Relationship Manager Resume Sample
Eli Halvorson
530 Lindsay Turnpike,
Los Angeles,
CA
+1 (555) 154 7866
Work Experience
Premier Relationship Manager
12/2016
-
PRESENT
New York, NY
- Growth in portfolio income
- Portfolio income (Interest & Fees)
- Portfolio income of k or million (Interest & Fees)
- The jobholder forms an integral part of the wider HSBC management team
- Ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organization
- Continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructures, and the impact of new technology
- Develop and deepen long term relationships with existing clients’ through proactive and regular contact in order to gain loyalty and deepen share of wallet
VP Premier Relationship Manager
09/2013
-
07/2016
Phoenix, AZ
- Provide high-level customer service to clients by addressing and resolving issues/concerns and coordinating client service activities within other areas of the organization
- Become the trusted advisor to clients, through consistency, credibility, and responsiveness
- Expand and maintain relationships with internal business partners, to include, financial consultant, business banker, loan officer, and retail branch manager
- Review the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their current and long term needs either directly or through other internal business partners
- Actively acquire and prospect new Premier Banking Offshore customers from the North Asia markets
- Good English language proficiency at Level 4
- Experience managing a book of clients, whilst managing and prioritising your own diary and day to day tasks
- Building and maintaining a portfolio of clients by establishing thorough client plans, and develops new opportunities from client contacts, ensuring appropriate provision of products and services
- Retaining existing and growing new revenue streams whilst ensuring delivery against agreed business plans for the target country
Senior Premier Relationship Manager
02/2011
-
04/2013
Detroit, MI
- Identifying and providing solutions to a wide range of client needs including investments, banking, credit, FX and wealth structuring (trusts etc)
- Planning and co-ordinating any marketing approaches for new business and actively develop existing relationships through client plan completion and utilisation
- Making recommendations for the implementation of new products and services to meet changing market needs and develop and implement resulting plans including connections
- Monitoring and ensuring adherence to risk service standards on legislation relating to Know Your Customer, Money Laundering and other compliance responsibilities / issues
- Demonstrating excellent communication skills and ability to build rapport with advanced relationship management skills with ability to build rapport and credibility with clients
- Demonstrating advanced stakeholder management, advanced questioning techniques and long term strategic planning, also proven verbal and virtual rapport building skills
- Having a proven ability to support and coach clients and colleagues, to influence and negotiate across the matrix as well as advanced presentation skills to be used with clients to promote the services
Education
Virginia International University
2006 - 2010
Bachelor's Degree in Business
Professional Skills
- Proven networking and social skills
- Trong relationship management/building, customer service, time management and prioritization skills
- Cantonese and Mandarin language skills considered a strong asset
- Proven experience within a relationship management role, including building and maintaining relationships with Clients
- Strong Commerciality demonstrated through comprehensive knowledge of the external Mass Affluent market place and associated product offering
- Good numeric & analytical skills
- Fraud prevention skills
How to write Premier Relationship Manager Resume
Premier Relationship Manager role is responsible for advanced, relationship, credit, retail, finance, securities, training, security, insurance, general.
To write great resume for premier relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Premier Relationship Manager Resume
The section contact information is important in your premier relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Premier Relationship Manager Resume
The section work experience is an essential part of your premier relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous premier relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular premier relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Premier Relationship Manager resume experience can include:
- Demonstrating a deep knowledge of the Premier proposition and its link into clients’ local banking arrangements and have knowledge of relevant hand off points across Barclays group
- Ideally having a first class general academic track record and possessing an excellent command of the English language, with strong written and verbal communication skills
- Financial services experience and an understanding of the need to operate within high risk and regulatory standards particularly in their target markets
- Bilingual language skillset required: Spanish and/or Portuguese
- Bilingual language skills required: Spanish
- Previous experience in delivering high quality client portfolio management, with the ability to identity and manage a range of client solutions
Education on a Premier Relationship Manager Resume
Make sure to make education a priority on your premier relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your premier relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Premier Relationship Manager Resume
When listing skills on your premier relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical premier relationship manager skills:
- Evidence of strong client recommendation and sales results in wealth products
- Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course
- Proven experience of new business development through the management of a portfolio (or equivalent)
- An excellent understanding of financial planning, wealth management and understanding client need
- Experience of making decisions coming up with detailed solutions based on complex Client needs
- Good understanding of Risk and Credit policies and procedures
List of Typical Experience For a Premier Relationship Manager Resume
1
Experience For VP Premier Relationship Manager Resume
- Demonstrating a constant, optimistic outlook, being able to influence positively on the culture within their team
- Building and managing portfolios of up to c.800 clients who qualify for Premier based on the annual salary criteria or assets held with Barclays up to £150k and establishing contact with new and existing clients to create client plans, reacting to and developing new opportunities from client contacts
- Ensuring appropriate provision of products and services both directly and via product specialists and retaining existing, and growing new revenue streams whilst ensuring delivery against agreed business plans
- Maintaining regular proactive contact and rapid reaction to client approaches
- Entering accurate and relevant client data into Customer Relationship Management tool and using effective questioning and listening techniques to confidentially identify and offer solutions to meet customer needs
- Completing effective follow-up activity in order to enhance earning potential and revenue generation
2
Experience For AVP Premier Relationship Manager Resume
- Identifying and providing solutions to a wide range of client needs including banking, investments, credit, foreign exchange and wealth structuring (trusts), introducing specialists as appropriate to support
- Having a strong knowledge of global economic and political conditions, current affairs and competitor activity and the implication of these on our clients
- Being a relationship builder with a reputation for integrity, who can evoke rapid trust and openness in clients, colleagues and team member alike
- Proficiency in technical competencies such as profit orientation and business awareness with a client focus and the ability to be relationship-orientated in a culturally diverse international market with the ability to exert commercial negotiation and influencing skills
- Proactively support others through direct and indirect actions beyond activities particular to this role
- The jobholder has prime responsibility for
3
Experience For Senior Premier Relationship Manager Resume
- Maximize profit and achievement of the growth of Premier clients’ portfolio
- Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
- Fully utilise Client Relationship Management data, ensuring all client information is complete and kept up to date
- Compliance to KYC requirements, credit, service standards and reducing operational losses
- Agree and manage lending facilities within any agreed Approval Authority (RAA)
4
Experience For Premier Relationship Manager Employee Concierge Resume
- Manage operational risk, by using relevant Management Information (MI) to identify risk situations and take any appropriate action to minimize loss
- Identify opportunities, to refer other business lines as appropriate
- Maintain 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 RBWM and the Group
- Conducts needs assessment with current and potential company customers and refer to Premier Relationship Advisors and Premier Wealth Advisors for appropriate investment and insurance products to meet individual needs, based on objectives, risk tolerance and proper asset allocations
- Ensuring that HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines are followed
5
Experience For VP PRT Premier Relationship Manager Resume
- Work closely with Financial Advisors, Insurance Sales Officers and Mortgage partners to further develop the client relationship
- Capacity to speak / understand Cantonese / Mandarin is an asset
- Fluency in Mandarin or Cantonese is an asset
- Speak/understand Cantonese/Mandarin is an asset
- Understands / speaks Mandarin / Cantonese is an asset
- Speak / understand Mandarin is an asset
- Korean is an asset
- Understands / speaks Cantonese and Mandarin would be an asset
- Understands / speaks Cantonese is an asset
6
Experience For Premier Relationship Manager, Bilingual Resume
- The ability to speak and understand Mandarin is an asset
- Broad knowledge of financial services products and services and the customer relationship management system. Understanding of business banking customer segment and products and services appropriate to compliment Premier offerings
- The ability to speak and understand a second language is an asset
- The ability to also speak and understand Mandarin is an asset
- Preferably Mandarin and Cantonese
- The ability to also speak and understand Cantonese would be an asset
- Broad knowledge of financial services products and services
- Global Wealth Management - Relationship Manager Technical
- Mandarin and Cantonese are an asset
7
Experience For Premier Relationship Manager Advising Wealth Resume
- Understands / speaks second language required: Cantonese or Mandarin
- Understands / speaks Cantonese and Mandarin fluently
- Able to communicate well in EnglishUnderstands / speaks second language
- Mandarin is required, Cantonese is an asset
- Able to communicate well in EnglishUnderstands / speaks second language - Required: Mandarin, Asset: Cantonese as
- Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)
- Fluency in Mandarin and/or Cantonese is an asset
8
Experience For Top Tier Premier Relationship Manager Resume
- Understands / speaks Mandarin and Cantonese required
- Understand / speak Cantonese is an asset
- Understands / speaks French and English, as well as Mandarin fluently is required
- Understands / speaks Cantonese as well is a definite asset
- Understand / speak Mandarin & Cantonese is required
- Understands/speaks French as well as English fluently
- Understand / speak Cantonese and Mandarin is required
- FINRA Series 6 & 63 Securities License required; Series 65 and Life/Health Insurance licenses within 180 days
9
Experience For Bilingual Premier Relationship Manager Resume
- Bilingual Mandarin / English Required
- FINRA Series 6 & 63 Securities License required; Series 65 and Life/Health Insurance licenses required
- Understands / speaks Cantonese
- FINRA Series 6 & 63 Securities License required; Series 65 and Life/Health Insurance required
- FINRA Series 6, 63 and 65 Securities Licenses; and Life/Health Insurance Licenses required
10
Experience For VP Premier Relationship Manager Bilingual Resume
- FINRA Series 6, 63 & 65 Securities License required
- Life/Health Insurance licenses required
- FINRA Series 6, 63 & 65 Securities License required. Life/Health Insurance licenses required
- Understands / speaks Mandarin language is required
- Understands / speaks Cantonese and Mandarin
- FINRA Series 6, 63 & 65 Securities License required; Life/Health Insurance licenses required
- FINRA Series 6 & 63 Securities Licenses; Series 65 and Life/Health Insurance licenses
- FINRA Series 6, 63 & 65 Securities License required; Life/Health Insurance licenses
List of Typical Skills For a Premier Relationship Manager Resume
1
Skills For VP Premier Relationship Manager Resume
- Bilingual Language skills required-Spanish
- Banking experience required
- Investment and banking experience required
- Strong knowledge and understanding of economic and financial issues especially as they relate to personal finance
- Operates within the approved operating and strategic plan process to develop the RBWM business
- Build effective relationships with staff to retain and develop sustainable relationships
- Experience as an account manager in a large financial institution
- Experience in similar role with similar client group
2
Skills For AVP Premier Relationship Manager Resume
- Speak Mandarin and Cantonese are considered strong assets
- Previous experience within Financial Service is preferable (for external applicants)
- Operate autonomously with responsibility for the evaluation of complex Client needs
- Speak Mandarin considered a strong asset
- Speak Mandarin or Cantonese considered a strong asset
3
Skills For Senior Premier Relationship Manager Resume
- Recognize responsibility to the community in which he/she operates and improve the bank’s profile within those communities
- Understanding of Barclays Retail strategy, operating structure and interface with other functions
- Understanding of business banking client segment and products and services
- Speaking Cantonese or Mandarin an asset
- Communicating & influencin
- In-depth knowledge of the full Barclays Retail product set, including international banking
- A deep understanding of the Premier proposition, its relevance to into the wider branch offering and the Mauritian economic market
- Detailed working knowledge of KYC and AML requirements and processes
- An understanding of people policies and procedures
4
Skills For Premier Relationship Manager Employee Concierge Resume
- Monitor and act on daily information, using it to coach the wider Branch team in support of business goals
- Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Achieve agreed KPI objectives by development of existing and new relationships
- Completion of Personal Financial Planning Designation (PFP) within two years of employment; For Quebec only, ICB certificate of achievement
- Bilingual - English and Chinese Speaking
- In-depth understanding of HSBC Global House Views
5
Skills For VP PRT Premier Relationship Manager Resume
- Personal Financial Planning Designation (PFP) or equivalent; (Quebec Only: CSI certificate of achievement – Advanced Personal Finance)
- Mutual Fund Licencing Requires Completion of
- Mutual Fund Licensing Requires Completion of
- Cantonese and Mandarin speaking required
- Adhere to selling process and sales quality requirements
- Mandarin and Cantonese speaking are required
6
Skills For Premier Relationship Manager, Bilingual Resume
- Cantonese speaking is required
- Mandarin or Cantonese speaking is an asset
- Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline
- Fully utilize and input to Client Relationship Management system, ensuring all client information is complete and kept up to date
- Fluent Cantonese is essential and fluent Mandarin would be an asset
- Up to date knowledge of competitor and market activity in local area
- Monitor operational delivery of client requirements, summarise systemic failures and raise to the management for further follow-up at CMC level
7
Skills For Premier Relationship Manager Advising Wealth Resume
- Log and create written responses to client complaints
- Obtain summaries of complaints and complaint trend analysis on a monthly basis. Follow up with selected clients to determine if their complaints were handled satisfactorily
- To own, manage and resolve Client complaints within agreed timescales, ensuring best possible outcome and dealing with feedback effectively to continuously improve the service provided
- Build effective relationships with clients to retain and develop sustainable relationships
- Conduct risk analysis on the portfolio of clients including financial statements and their current product set held with Barclays Bank
- To ensure all Bank Policies in relation to Regulation, Compliance and Legal are fully adhered to at all times
- Maximize profit and achievement of the growth of Premier clients portfolio
8
Skills For Top Tier Premier Relationship Manager Resume
- Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
- Effective use of tools and information to drive client service delivery and
- Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Achieve agreed financial targets and profit growth through the development of existing and new Top Tier client relationships
- Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
- Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
- Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
9
Skills For Bilingual Premier Relationship Manager Resume
- Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
- Identify opportunities to refer business to PIM, GPB and Asset Management, as appropriate
- When interacting with customers, identify potential opportunities to present the bank’s Premier Life offering and ensure that leads are passed on to the Premier Life team
- Achievement of the growth of Premier staff portfolio
- Complete regular reviews with staff to understand their current and long term needs and advice them on the products and services that help them achieve their goals
- Effective use of tools and information to drive staff service delivery
- Build a high personal and corporate profile within the organization. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
- Establish and agree staff contact strategies in line with Group operating models
10
Skills For VP Premier Relationship Manager Bilingual Resume
- Fully utilise and input to Client Relationship Management data, ensuring all staff information is complete and kept up to date
- Own the client relationship with HSBC
- Maintain 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 maximise revenues for Global Wealth and the Group
- Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
- Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
- Identify current and potential customers with additional profit potential and develop action plans to address those relationships. Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential affluent customers
- Trilingual Skill Set Required - Spanish, Portuguese and English
- Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking
List of Typical Responsibilities For a Premier Relationship Manager Resume
1
Responsibilities For VP Premier Relationship Manager Resume
- FINRA Series 6, 63 and 65 Securities Licenses: and Life/Health Licenses required
- Speak / understand Cantonese and Mandarin is required
- FINRA Series 6, 63 & 65 Securities License and Life/Health Insurance Licenses Required
- FINRA Series 6, 63 and 65 security license; and life/health licenses required
- FINRA Series 6, 63 and 65 Securities License required. Life/Health Insurance licenses required
- FINRA Series 6, 63 and 65 Securities License required; Life/Health Insurance licenses required
2
Responsibilities For AVP Premier Relationship Manager Resume
- FINRA Series 6, 63 and 65 Securities Licenses and Life/Health required; Series 65 and Life/Health Insurance licenses required
- FINRA Series 6, 63 and 65 Securities License required: Life/Health Insurance licenses required
- FINRA Series 6 or 7 and 63; 65 or Securities Licenses required; Life/Health Insurance licenses required
- FINRA Series 6,63 & 65 Securities License required; Life/Health Insurance licenses required
- Understands / speaks second language is an asset. Cantonese and Mandarin highly desired
3
Responsibilities For Senior Premier Relationship Manager Resume
- Understands / speaks Cantonese and Mandarin are required
- Understand / speak Mandarin and Cantonese is required
- FINRA Series 6 & 63 Securities; and Life/Health Insurance License required Series 65 and Life/Health Insurance licenses required
- Mandarin is an asset
- FINRA Series 6 & 63 Securities License required; Series 65 or 66 and Life/Health Insurance licenses within 90 days
- FINRA Series 6 or 7 and 63 Securities License required; Series 65 or 66 and Life/Health Insurance licenses within 90
4
Responsibilities For Premier Relationship Manager Employee Concierge Resume
- FINRA Series 6 or 7 and 63 Securities License required; Series 65 or 66,Life/Health Insurance licenses within 90 days
- FINRA Series 6 or 7 and 63 Securities License required; Series 65 or 66 and Life/Health Insurance licenses within 90 days
- FINRA Series 6 or 7 and 63 Security Licenses required; 65 or 66 and Life/Health Insurance Licenses within 90 days
- Speak Mandarin and Cantonese is required
- FINRA Series 6 or 7 and 63 Securities License required; Series 65 or 66 and Life/Health Insurance licenses within 30 days
- Global Wealth Management - Relationship Manager Technical Capabilities
5
Responsibilities For VP PRT Premier Relationship Manager Resume
- Fluent Cantonese, Mandarin & English required
- FINRA Series 6 or 7, 63, 65 or 66 Securities License required; Life/Health Insurance licenses required
- Able to communicate well in English, Understands / speaks second language is an asset
- Understands / speaks French, English, Cantonese and Mandarin fluently
- Understands / speaks French as well as English fluently, 3rd language is an asset
- Maximize profit and achievement of the growth of Premier client’s portfolio
6
Responsibilities For Premier Relationship Manager, Bilingual Resume
- Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of sales - this excludes the sales of investment and insurance products; refer to Premier Relationship Advisors and Premier Wealth Advisors
- Regularly meet with clients to understand and analyze their current and long term needs and help them achieve their goals
- Accountable for the performance of portfolio of clients - need to ensure it is effectively managed in adherence to the Target Operating Model (TOM) as defined by HSBC Group
- Weekend Shift Work
- PD Team Leader
- The bank seeks to grow its RBWM business by understanding and fulfilling clients’ needs, through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business
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