Premier Wealth Relationship Consultant
3 weeks ago
At HSBC, we're committed to helping our clients achieve their financial goals. As a Premier Wealth Relationship Manager, you'll play a key role in delivering exceptional service and building long-term relationships with our high-net-worth clients.
Key Responsibilities
- Nurture and activate client portfolios to achieve Premier Balance.
- Educate clients on digital banking solutions and minimize in-branch activities.
- Work closely with the Wealth Management team to provide holistic solutions to clients.
- Provide regular market updates and recommend wealth management products.
- Offer financial planning and advisory services aligned with clients' needs.
- Embark on proactive relationship management to strengthen relationships with existing customers.
- Ensure comprehensive coverage of all client relationships through engagement, risk profiling, and financial planning.
- Understand clients' banking and financial needs and recommend suitable solutions.
Compliance and Risk Management
- Ensure strict adherence to KYC/AML and other compliance norms.
- Assess risk when making business decisions and demonstrate consideration for the firm's reputation and safeguarding the bank, its clients, and assets.
Requirements
- Strong academic qualifications and over 1 year of work experience in Wealth Management with a proven track record of managing client portfolios.
- Strong understanding of financial markets and investment products.
- Excellent interpersonal relationship skills to work individually and collaborate with stakeholders.
- Highly driven and able to succeed in a challenging environment.
- Outgoing disposition with good communication and interpersonal skills.
- Down-to-earth and resilient individual with an entrepreneurial and collaborative mindset.
- Highly driven to excel and thrive in a challenging environment.
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