Premier Relationship Officer Review

My responsibilities are to help a Premier Relationship Manager manage a portfolio of clients with a wealth need. I am responsible for booking clients into the diary for annual reviews, setting up new business and client queries. I also do the processing for investments, pensions, protection and legacy planning. I am in charge of branch realtionships, which involves coaching and observations with our Universal Bankers.

I have learnt many new skills. I have learnt how to use R M P where book premier clients in for reviews. I can use Heat Maps where we find our contact lists. Contact dashboard is a system that tracks our contacting strategy. I am able to have more in depth conversations with clients.

Originally I didn't seem to get much out of it, I felt a bit left out. Now I have a new talent coach, I am engaged in the programme, I look forward to my study time and each subject that I'm learning. the activities are fun and engaging.

Originally I didn't fell organised or that there was a structure I was supposed to follow, since my new talent coach I know what I am to do each week, areas that I need to focus on and catch up on and how to do it. I have a weekly time slot in my diary that doesn't move, and a floating slot that fits in around my working week

everything I need! I have had a 121 with my line manager and set out my strategy for completing this on time. My line manager is great at making sure I have time to do my work, he has access to my diary to see I have my slots booked in as I should and regularly asks how I am doing with it and if I need any additional support

originally, not very much but my new talent coach is great, very supportive, easily accessible, provides a font of knowledge. she responds to emails quickly. she is encouraging of what I am currently doing and in booking my exams, saying I can do it, I am prepared, and supported, I see her once a month, which is a trek for her and she comes from Newcastle.

I have a greater knowledge in the reasons why the policies and procedures are in place. rather than explaining to a customer this is how we do it, its great service to tell them why and how we do it, something I wasn't always able to do before. In my transition in roles, I moved from Universal Banker to PRO in the middle of my apprenticeship, this qualification gave me the added boost in my interview, showing I was keen to develop myself.

There are regular social events in my team, once a quarter we go for a meal to socialise together. My team is involved in volunteering for local projects, with a couple of days booked in the summer at a nature reserve. I am attending a International Womens Day networking event next week, by invite only, these networking events happen regularly.

Yes

I have never felt more supported in a job, I feel I have started a career not just a job. the benefits and pay are good. line management is excellent in my current role. there is great scope for progression and development, especially where I am locally, there are head office buildings local and data centres, offering a wide choice of careers

make sure they are who you want to work for. research what the company values are, include them in your answers when interviewing, align your CV to the job description, speak to someone who works there, does it sound like an environment you want to work in, HSBC offers a recommend a friend scheme, with a financial reward.