Build deep, long-lasting and mutually valuable relationships with Wealth customers.
Help the organization achieve its objectives of through the development of existing and new Wealth relationships consistent with the Key Performance Indicators (Non Outcome and Outcome) that measure performance of the role.
Through a defined sales process, recommend lending and investment and insurance solutions designed to meet customer's protection, education, retirement, legacy, property, and lifestyle needs while also helping customers manage and grow their wealth. Mortgage to be referred to appropriate Mortgage staff. Bank products to be referred to appropriate Premier Relationship Manager.
Develop strong partnerships with the Premier Relationship Manager.
Regularly meet with clients to understand and analyze their current and long term needs and advise them on the products and services that help them achieve their goals.
Refer business to other areas within the bank as appropriate, in accordance with established guidelines.
Perform tasks on behalf of the bank as required including deposit account opening as necessary.
Complete all activity documentation to provide a record for performance tracking.
Assist in targeting future opportunities.
Establish client contact strategies in line with Group Operating Model.
Fully utilize and input client relationship management data, ensuring all client's Wealth information is complete and kept up to date.
Bachelor's degree in Business, Finance, related field or equivalent experience.
Series 7, 63, 65 or 66 (in lieu of 63 and 65) and life and health insurance licenses.
Minimum of three years proven nontraditional banking financial sales experience or equivalent.
Evidence of strong client recommendation and sales results in wealth products.
Equivalent relationship management experience in managing high net worth client portfolios preferred.
Expert knowledge in wealth planning and wealth products.
Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
Expert knowledge of external regulatory framework relevant to wealth management.
If internal, in-depth understanding of HSBC Global House Views.
Strong client focus and ability to develop long term partnerships with clients.
Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.