Description
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.
Your responsibilities will include providing financial solutions and opportunities to your portfolio of clients, increasing wallet share of existing clients, and identifying 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 also 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 framework relevant to wealth management.
You will need strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills. You will also need to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources. Additionally, you will need strong business development skills to work with outside Centres of Influence (COIs) to develop self-sourced business.
A self-motivated and self-driven individual with strong relationship and communications skills is required. 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.
Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses are required.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also receive a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.