Premier Relationship Manager
Kanata, Ontario, Canada
Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients; order mutual fund trades; advise on a full range of products and services; build and maintain strong relationships with both new and existing clients; validating KYC and identifying the client; comply with regulations and procedures that govern the financial industry; provide secured and unsecured lending options to clients, including conventional and non-conventional mortgages; fulfilling audit and compliance requirements; using digital signature software as a digital first solution to clients; proactively calling client to lock in renewal rates; delegating tasks to my assistant; opening of accounts, including chequing, savings, term deposits, RRSPs, TFSA’s, LIRA’s, RRIFs, foreign currency, credit cards and holistic financial planning.