Senior Wealth Advisor
15 hours ago
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is a global business combining Retail Banking and Wealth Management, with assets in the trillions. Our dedicated colleagues serve millions of customers worldwide, offering products and services tailored to their needs.
In this role, you will contribute to achieving Country AOP by developing existing and new relationships, building effective client connections, and providing advice on suitable products and services.
Impact on the Business/Function
- Support the achievement of Country AOP
- Achieve Key Performance Indicator objectives through relationship development
- Build and maintain strong relationships with clients
- Collaborate with colleagues to deliver Branch RBWM Performance measures
- Maintain operational risk by using relevant Management Information
Customers / Stakeholders
- Deliver fair outcomes for our customers and ensure conduct maintains market operation
- Analyze client portfolios through marketing of ideas and researching clients
- Work with the broader branch team to ensure achievement of business performance measures
Leadership & Teamwork
- Proactively support others through direct and indirect actions
- Collaborate with the wider team to deliver Branch RBWM Performance measures
Operational Effectiveness & Control:
- Manage lending facilities within agreed Approval Authority (RAA)
- Ensure sales and operations are undertaken in accordance with HSBC Bank plc guidelines
Requirements
- Strong knowledge of deposits, mortgage, and financial regulations
- Presentation and sales skills
- Objection handling techniques
- Good interpersonal and communication skills
Salary: $120,000 per year, depending on location and experience.
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