Senior Wealth Manager
2 weeks ago
Wealth and Personal Banking Expertise
HSBC is seeking an experienced professional to join our Wealth and Personal Banking team.
As a Senior Wealth Manager, you will be responsible for:
Portfolio Growth
- Portfolio Growth via Sophisticated Wealth Management Capabilities
- Wealth Needs Fulfillment
- Global Standards maintenance
- Maximising growth in their portfolio and achieving the Wealth and Personal Banking plan/metrics
- Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
- Compliance with the relevant Group standards including Global Headquarters and the Regulatory organization as applied to the implementation of the Wealth and Personal Banking strategy in their country
- Total TCR of the portfolio
Requirements
To be successful in this role, you should meet the following requirements:
Knowledge & Experience
- Bachelor's degree or equivalent experience
- Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Strong communication, client focus and influencing skills
- Strong sales orientation, networking and portfolio management skills
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HSBC
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Able to communicate well in English and local languages
Accreditations
- Attain appropriate professional and regulatory qualifications as required by market
- Attain any internal standards as required by HSBC
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