Description
In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business.
You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.
As a representative of the Company, you will represent HSBC in community organisations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.
To succeed in this role, you will need meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios.
You will also require expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory frameworks relevant to wealth management.
Additionally, you will need strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
You will also be responsible for demonstrating strong relationship deepening skills with existing client bases to build and grow relationships and develop referral sources.
You will work with outside COIs to develop self-sourced business and require self-motivation and self-driven individual with strong relationship and communications skills.
You will also need a good understanding of how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
Finally, you will require Series 7, 63, 65, or 66 (in lieu of 63 and 65) Life and Health insurance licenses.