Premier Wealth Relationship Advisor

HSBC; Davao City; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

HSBC in Davao is seeking a Premier Relationship Manager to lead a portfolio of high-net-worth clients, providing tailored wealth guidance and cross-selling opportunities. You will work with branch and direct teams to meet business KPIs and deliver top-tier service.

The role emphasizes client needs assessment, trusted advisory relationships, and adherence to risk controls while driving wallet share and referrals to wealth partners.

Qualifications

• Three years of proven financial services or retail sales experience.
• Evidence of strong sales results in insurance and investments.
• Relationship management experience with high-net-worth clients.
• Strong communication and English proficiency.
• Licensed wealth management qualifications per country.

Responsibilities

• Demonstrate excellent understanding of client needs and close sales.
• Achieve agreed financial KPIs by developing existing and new relationships.
• Build relationships to retain and grow sustainable client portfolios.
• Manage a prospect pipeline to increase wallet share.
• Deliver excellent, personalised service to Premier clients.
• Coordinate with wealth advisers to refer opportunities.
• Adhere to controls and risk management practices.

Skills

Relationship management

Sales

Wealth management

Client servicing

Education

Bachelor's degree in Finance, Business or related field

Job description

HSBC in Davao is seeking a Premier Relationship Manager to lead a portfolio of high-net-worth clients, providing tailored wealth guidance and cross-selling opportunities. You will work with branch and direct teams to meet business KPIs and deliver top-tier service.

The role emphasizes client needs assessment, trusted advisory relationships, and adherence to risk controls while driving wallet share and referrals to wealth partners.