Banquero Elite Metro

We are seeking an Elite Banker Metro to join our team at Intl Wealth & Premier Banking, a leading provider of wealth management services.

The successful candidate will be responsible for providing exceptional service to high-net-worth clients classified under the PCS segment, with investments of 20 million pesos or more.

Key responsibilities include:

• Developing strategies to attract, acquire, and manage clients with balances of 20 million pesos or more
• Actively managing client portfolios to identify and meet their needs, increase revenue, and promote financial solutions and services
• Providing immediate solutions to client needs to foster loyalty with HSBC
• Retaining, growing, and optimising the wealth of existing clients and acquiring new clients through referrals
• Maintaining regular contact with a assigned portfolio of clients, achieving a minimum of 4 meetings per year with clients with balances over 50 million pesos and 2 meetings per year with clients with balances below 50 million pesos
• Collaborating with colleagues, including Premier Executives, Wealth Managers, and HSBC staff
• Identifying client needs and recommending suitable product solutions
• Building long-term relationships with clients through professional management and high standards of service
• Meeting assigned performance targets

The ideal candidate will possess:

• Advanced knowledge of investment and savings products
• Certification AMIB Figure 3
• Excellent communication and interpersonal skills
• Ability to work in a team environment and build strong relationships with clients and colleagues
• Strong analytical and problem-solving skills
• Commitment to upholding the highest standards of integrity and ethics

In return, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development.