Premier Relationship Manager Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the premier relationship manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

S Kassulke

Stefanie

Kassulke

57043 Kautzer Center

Houston

+1 (555) 441 2968

57043 Kautzer Center

Houston

Phone

p +1 (555) 441 2968

Experience Experience

Houston, TX

Premier Relationship Manager

Houston, TX

Langworth-Braun

Houston, TX

Premier Relationship Manager

The jobholder will own and manage a portfolio of 350 to 550 clients working with the wider RBWM team
The jobholder will own and manage a portfolio of approximately 350 to 550 primary clients working with the wider RBWM team
Performance Management
The jobholder will own and manage a portfolio of approximately 300 to 500 primary clients working with the wider RBWM team
Provide a range of services to banking customers, supporting key life events, whilst providing confidence and reassurance
Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Develop and maintain relationships with external partners in the communities served

Chicago, IL

AVP Premier Relationship Manager

Chicago, IL

Frami LLC

Chicago, IL

AVP Premier Relationship Manager

Maximizing growth in their portfolio and achieving the RBWM plan/metrics
Maximising growth in their portfolio and achieving the RBWM plan/metrics
Sound knowledge of financial services products and services and the customer relationship management system
Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring

present

New York, NY

VP Premier Relationship Manager

New York, NY

Brakus, Rogahn and Gerhold

present

New York, NY

VP Premier Relationship Manager

present

To work as part of an integrated branch management team to ensure standards and are met and operating models delivered
The jobholder will own and manage a portfolio of ### clients working with the wider RBWM team
Own and manage a portfolio of clients working with the wider RBWM team
Ensure adherence to established investment and insurance product set and selling limitations
The job holder operates within the approved operating and strategic plan process to develop the RBWM business
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi channel client journey

Education Education

Bachelor’s Degree in Business

Kaplan University

Bachelor’s Degree in Business

Skills Skills

Strong demonstrable knowledge of global employee incentive plans, as well as domestic UK and US plans
Good Knowledge of personal investment and credit financing
Highly focused on quality in all aspect of the role
A strong sense of ownership, responsibility and accountability
Client driven with a strong focus on quality of service
Ability to speak and understand Italian is an asset
Be authentic and show ability to engage with colleagues and clients to deliver at pace
Proven experience in an Account Management, Client Services, or Sales role, working in the equity or share plan industry dealing with corporate clients on a global level
The ability to keep key strategic clients apprised of new product functionality that may be relevant to the client and their planned administration
Demonstrable experience of managing relationships with large multinational clients, including development and implementation of expansion strategies and revenue increase

Create a Resume in Minutes

3 Premier Relationship Manager resume templates

Read our complete resume writing guides

Premier Relationship Manager Resume Examples & Samples

The jobholder will own and manage a portfolio of approximately 300 to 500 primary clients working with the wider RBWM team
Delivering a consistent and tailored wealth management service to our most valuable Premier clients
Developing long-term, in depth client relationships with clients
Acquiring new clients with proactive strategic financial planning to maintain and grow wallet share
Compliance with the relevant Group standards including GHQ and the Regulatory organisation as applied to the implementation of the RBWM strategy in their country
Outcomes are reviewed in terms of adherence to general policies, accuracy of methods, continuous improvement, and general efficiency
May be required to work shifts outside of regular business hours, travel within region to backfill sales responsibilities and/or work Saturday/Monday
University / College degree
4 - 6 years of experience in a customer facing role in the banking industry with at least 2 years in a relationship management role working with complex customers
Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
Proven ability to sell and meet set sales / performance targets in a senior sales role
Strong knowledge of regulations impacting personal financial services activities

VP Premier Relationship Manager Resume Examples & Samples

Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA), through proper customer profiling and needs-based selling
Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of HSBC Securities (USA) Inc. as determined by its senior management
Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale; relationship management experience with high net worth customers or equivalent
Client focus

Premier Relationship Manager Resume Examples & Samples

The jobholder will own and manage a portfolio of approximately 350 to 550 primary clients working with the wider RBWM team
The jobholder has prime responsibility for maximising growth in their portfolio and achieving the RBWM plan/metrics
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Strong sales orientation, networking and portfolio management skills
Completion of Mutual Fund Licensing. Requires completion of
Good Knowledge of personal investment and credit financing
Completion of Personal Financial Planning Designation (PFP) within two years of employment; For Quebec only, ICB certificate of achievement – Advanced Personal Finance within two years of employment
Able to communicate well in English,
The ability to plan own activities accordingly, and to set stretch goals and deliver these courage and tenacity

AVP Premier Relationship Manager Resume Examples & Samples

Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
Sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships
Ensure adherence to established investment and insurance product set and selling limitations
Maximizing growth in their portfolio and achieving the RBWM plan/metrics
Portfolio income of $xx k or million (Interest & Fees)
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale; relationship management experience with high net worth customers preferred
Sound knowledge of financial services products and services and the customer relationship management system
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Premier Relationship Manager Resume Examples & Samples

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
The Premier segment typically comprises clients with Total Relationship Balances of $100k or more
We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders
The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level

Senior Premier Relationship Manager Resume Examples & Samples

Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in EnglishUnderstands / speaks second language is an asset

Senior Premier Relationship Manager Resume Examples & Samples

Requires significant initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager
Mutual Fund Licensing. Requires completion of
Leadership Capabilities

Premier Relationship Manager Resume Examples & Samples

25% Outputs
Manage and grow existing banking relationship with top 40 customers in the Premier proposition to increase BBU share of wallet
Establish new banking relationships with high net worth customers who may include senior management of different corporate companies, local political figures and well-known business people
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
Continuously monitor the utilization of credit facilities and investment avenues. Identify and resolve under-utilization by contacting customers to determine the reasons and escalating issues if any
Conduct regular customer visits in order to build long-term relationships
15% Outputs
Monitor operational delivery of customer requirements, summarise systemic failures and raise to the Head of Premier banking for further follow-up at CMC level where necessary
Log and create written responses to customer complaints
Obtain summaries of complaints and complaint trend analysis from the Service Manager on a monthly basis. Follow up with selected customers to determine if their complaints were handled satisfactorily
Conduct risk analysis on the portfolio of customers including financial statements and their current product set held with Barclays Bank
Submit proposals to Retail Risk for new loan applications including motivating interest rates based on the risk profile at the time
Check and signoff each new account application, loan document, Barclaycard application and bank account mandate change. Premier Relationship Managers are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit
Follow the Retail end to end account opening ensuring new accounts are authorised and KYC compliant. Escalate any items that exceed the agreed service level time lines or where there are unresolved KYC requirements, to management in Operations
Comply with general Barclays operational risk & rigour requirements e.g. Health & Safety standards and security of premises, KYC and anti-money laundering regulations
Passion for customer service
Genuine interest in banking and business growth
Drive and resilience
Sociable
Ambitious
Independent and energetic
Mature approach to business

VP PRT Premier Relationship Manager Resume Examples & Samples

Maintain 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 clients
Role as a broker-dealer Registered Representative
Sell appropriate core financial services products to meet customer needs while developing and expanding account relationships (excludes sales of Consumer Mortgage Products, investment and insurance products). Sales of Consumer Mortgage Products; refer to other specialized product areas such as Consumer Mortgage, as required

Premier Relationship Manager Resume Examples & Samples

Technical Capabilities
Business understanding
Solutions

Premier Relationship Manager Advising Wealth Resume Examples & Samples

Maximizing growth in their portfolio of clients and achieving the RBWM plan/metrics
Leading non-premier client activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources while complying with Firm policies and regulatory rules
Bachelors degree in Business, Finance, related field or equivalent experience
Series 7, 63, 65 or (66 in lieu of 63 and 65) and life and health insurance licenses
Proven analytical, decision-making, interpersonal, leadership, sales and communications skills
Strong knowledge of investment products and services delivered, operations supporting them and pertinent regulations affecting their delivery
Strong analytical, decision-making, interpersonal, leadership, sales and communications skills
Ability to work in a team based environment

Premier Relationship Team-premier Relationship Manager Resume Examples & Samples

Monitor client satisfaction data implementing portfolio level improvements
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by recommending differentiated products and services to the client
Identify cross-sell opportunities, including referral of customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling
Understanding of business banking customer segment and products and services appropriate to compliment Premier offerings. A strong sense of ownership, responsibility and accountability

Assistant VP Premier Relationship Manager Resume Examples & Samples

Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
Hold Lending Approval authorities appropriate to their role
An excellent understanding of financial planning, wealth management and understanding client needs

Premier Relationship Manager Resume Examples & Samples

The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank
Clear view on how to work with Compliance, Credit & Risk and
Internal Control to ensure a balanced risk operating environment
Ability to understand/speak Cantonese is required

Premier Relationship Manager Resume Examples & Samples

Active acquisition and prospecting of new Premier Banking Onshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
Ensure superior customer service and contribute to the overall customer experience of Premier Banking
Minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance
Exhibit strong interpersonal, communication skills and good at tele-consulting
Creative and possess the initiative, drive and ability to work independently and in a team
Has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue
LI - QSH

Premier Relationship Manager Resume Examples & Samples

Provide a range of services to banking customers, supporting key life events, whilst providing confidence and reassurance
Support a portfolio of Premier clients, delivering a consistent and tailored wealth management and financial planning service
Listen to customers to identify and understand their current and future needs, and providing the right solution to meet those needs
Gain a comprehensive knowledge of the Bank's full range of products and services to enable you to connect the customer with other colleagues who can support their entire life journey
Working collaboratively with colleagues to ensure every need of the customer can be met within the wider banking teams
Help customers to understand how they can flexibly use banking services through Internet Banking, phone Banking and Self-service points, to meet their varying needs
Develop long term, in depth client relationships with existing and new clients
Comply with the regulations and procedures that govern our business and products
Treating Customers fairly
Able to provide evidence of acting as a strategic advisor o customers, having established and built valuable long-term relationships with customers/
Have role relevant qualifications, i.e.DipCII (or equivalent QCF RDR level 4qualification) and hold Competent Adviser Status (CAS). Statement of professional standards required (SPS) and practising with the FCA
Have a full, valid driver's license
Have a track record of successfully identifying and developing significant /complex business propositions that attract and entrench customers, in a fair and ethical way
Availability to undertake the travel required for this role

Senior Premier Relationship Manager Resume Examples & Samples

HSBC services and propositions
Risk and compliance
Tools and systems

Premier Relationship Manager Resume Examples & Samples

Bachelor’s degree in Business or Finance preferred or relevant equivalent experience
Experience with investment product referrals and sales preferred
FINRA Series 6 & 63 Securities License; Series 65 and Life/Health Insurance licenses required
FINRA Series 7 preferred
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Premier Relationship Manager Resume Examples & Samples

Excellent networking and social skills
Excellent Presentation and Consultative Selling to high net worth clients with complex financial needs
Ability to analyze financial documents and provide tailor made solutions to high net worth clients
Excellent communication skills – written, oral and presentation
Proven planning & organization skills
Highly focused on quality in all aspect of the role
Expert in Client Portfolio management
Managing Relationships of high net worth clients
Very strong business acumen
Results Orientated
Excellent numerical & analytical skills
Proven team working skills
Risk management skills

VP Premier Relationship Manager Referring Wealth Resume Examples & Samples

Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60 day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact). Licenses are required to discover and refer investment and insurance opportunities with potential and existing customers
Understanding of business banking customer segment and products and services appropriate to compliment Premier offerings
Analysis and Advice

Top Tier Premier Relationship Manager Resume Examples & Samples

Acquiring new clients with proactive strategic wealth planning to maintain and grow wallet share
Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
Ability to speak / understand Cantonese is a must
Refer to PRM Capability Framework, Advanced level, for more details

AVP Premier Relationship Manager Resume Examples & Samples

Conduct needs assessment with current and potential Company customers and recommend investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
Sell appropriate core financial services products, including investment and insurance products, to meet customer needs (while developing and expanding account relationships)
Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products

Premier Relationship Manager Resume Examples & Samples

Actively manage a portfolio of typically between 350 to 550 Premier clients, acquire new HSBC clients and upgrade existing clients through becoming the trusted advisor to them. You are accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by HSBC Group
Establish and agree client contact strategies in line with Group operating models
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
Refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
Maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team
Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Create and maintain an environment and relationships where you and the wider Branch team maximise performance in achieving the Retail Banking and Wealth Management business objectives
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Agree and manage lending facilities within any agreed Approval Authority
Adhere to selling process and sales quality requirements. Ensuring the fair treatment of our clients is at the heart of everything we do, both personally and as an organisation
Adhere to control standards, identify and manage the risks associated with the client relationship globally. These risks include but are not limited to credit risk, operational risk, financial crime (Fraud and Anti-Money Laundering) risk, and reputational risk
Complete other responsibilities, as assigned
Excellent sales and people management skills
At least 5 years’ experience in similar role with similar client group
Strong interpersonal communication and influencing skills
Strong sense of ownership, responsibility and accountability
Qualifications in financial planning and wealth management highly desirable
The jobholder forms an integral part of the wider HSBC management team. As part of this wider team, your are expected to identify opportunities in your day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank

Premier Relationship Manager, Bilingual Resume Examples & Samples

Own and manage a portfolio of clients working with the wider RBWM team
Relationship management experience with high net worth customers or equivalent
Ability to use customer relationship management systems
A strong sense of ownership, responsibility and accountability
Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Capabilities (refer to PRM Capability Framework for more details)
Client Skills

Premier Relationship Manager Resume Examples & Samples

Building “partnership” style relationships focusing on integration at all levels and interacting collaboratively to solve problems, build strong partnerships, and uncover new opportunities
Servicing, developing and retaining key strategic clients to achieve the team budget and business plan
Having financial responsibility for the client relationship, including monitoring client profitability
Identifying new revenue opportunities with existing clients, negotiating fees, and preparing and distributing invoices
Delivering excellent customer service to key strategic clients, managing client expectations, working with internal and third party partners in the resolution of issues
Demonstrable experience of managing relationships with large multinational clients, including development and implementation of expansion strategies and revenue increase
The ability to keep key strategic clients apprised of new product functionality that may be relevant to the client and their planned administration
The ability to conduct ongoing needs analysis and an understanding of stock broking processes and the impact to client requests
Proven experience in an Account Management, Client Services, or Sales role, working in the equity or share plan industry dealing with corporate clients on a global level
The ability to demonstrate planning and delivery within a project based environment

Premier Relationship Manager Employee Concierge Resume Examples & Samples

The jobholder will own and manage a portfolio of 350 to 550 staffs working with the wider RBWM team
Maximising growth in their portfolio and achieving the RBWM plan/metrics
Leading Premier activities to ensure opportunities are identified and staff needs are met effectively, maximising all available resources
Total TCR of the portfolio
Jobholder will hold Lending Approval authorities appropriate to their role
Evidence of strong sales results focus
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Proven communication, client focus and influencing skills
Understands / speaks second language is an asset
Sales orientation

Bilingual Premier Relationship Manager Resume Examples & Samples

Bilingual in English and either Spanish or Italian
Be ambitious about providing the highest standards of delivery to colleagues and clients
Premier products and services
Processes

Download Premier Relationship Manager Resume Sample as Image file