Wealth Relationship Manager

In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Your professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as you acquire, develop, advise, and retain a portfolio of clients.

Key responsibilities include:

• Providing financial solutions and opportunities to your portfolio of clients
• Increasing wallet share of existing clients and identifying product opportunities within the business
• Conducting full needs assessments with current and potential Wealth customers and recommending appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations
• Representing the Company 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.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.