Deskripsi Pekerjaan
Are you a driven financial professional with a passion for wealth management? HSBC is seeking a dynamic Wealth Sales Relationship Manager to join our prestigious team in the BGC, Makati, or Ortigas branches. In this pivotal role, you will be responsible for acquiring, cross-selling, and retaining a diverse portfolio of high-net-worth clients, driving the growth of our investment business while delivering exceptional financial advisory services.
As a Wealth Sales Relationship Manager at HSBC, you'll leverage your expertise in financial markets, investment products, and client relationship management to build lasting partnerships with affluent clients. You'll analyze their financial goals and risk tolerance to tailor customized investment solutions, including portfolio management, insurance products, and trust services. Your success will be measured by your ability to expand the client base, increase assets under management, and achieve sales targets in alignment with the bank's strategic objectives.
This position offers the opportunity to work within a global financial institution with a rich heritage of excellence in wealth management. You'll receive comprehensive training on HSBC's product offerings and industry best practices, along with ongoing professional development to enhance your skills in financial planning, client acquisition, and relationship management.
Tanggung Jawab
- Acquire new high-net-worth clients through targeted networking, referrals, and market outreach
- Analyze client financial goals, risk tolerance, and investment preferences to develop customized wealth management solutions
- Cross-sell a comprehensive range of financial products including investment portfolios, insurance, trust services, and banking solutions
- Regularly review and adjust client portfolios to align with changing market conditions and client objectives
- Maintain deep knowledge of financial markets, investment products, and regulatory requirements
- Build and nurture long-term relationships with existing clients to ensure retention and loyalty
- Collaborate with internal teams including product specialists, relationship managers, and compliance officers
- Prepare comprehensive financial plans and investment proposals for client presentations
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum of 3-5 years of experience in wealth management, private banking, or financial sales
- Strong track record in client acquisition, relationship management, and sales achievement
- Relevant certifications such as CFA, CFP, or Series 7/66 (or equivalent in the Philippines)
- Excellent communication, presentation, and interpersonal skills
- Deep understanding of investment products, financial markets, and wealth planning strategies
- Ability to analyze complex financial data and provide clear recommendations to clients
- Proven ability to work independently while collaborating effectively within a team environment