Description
As a Wealth Relationship Manager at HSBC, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients.
Your role will involve:
- 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
- Representing the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities
To succeed in this role, you will likely have:
- 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
- Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
- Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
- Strong business development skills to work with outside COI's to develop self-sourced business
- Self-Motivated and Self-driven individual with strong relationship and communications skills
- Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required
As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub, all in a welcoming and inclusive work environment.