Description
At Intl Wealth & Premier Banking, a part of HSBC, you will work as a Wealth Relationship Officer providing sales support to registered securities representatives and Wealth Relationship Managers. Your goal will be to enhance client trust and support Wealth Relationship Managers to achieve their plans.
Responsibilities:
- Provide high-quality sales support to Wealth Relationship Managers and licensed sales staff.
- Support Wealth Relationship Managers for the banking portions of their assigned portfolio.
- Manage client contact and service, including answering client calls and resolving client enquiries.
- Prepare and complete sales documents, manage data input and report generation.
- Enter orders for clients and open new client accounts under the direction of a registered representative.
Requirements:
- Series 7, 63 licenses mandatory.
- Life and Health insurance licenses required.
- Good experience in the financial services industry.
- Knowledge of brokerage products, services, operations, and pertinent regulations.
- Strong interpersonal and responsiveness skills.
- Understanding of core products, Premier proposition, and retail and wealth product processes.
- Mandarin language proficiency.
Benefits:
- Competitive pay and benefits package.
- Robust Wellness Hub.
- Industry-leading volunteerism policy and matching gift program.
- Comprehensive Sustainability and Climate Change Initiatives.