Premier Wealth Relationship Advisor

HSBC; Makati; On-site; PHP 1,200,000 - 2,000,000; Full time

Job summary

HSBC Wealth Relationship Manager is a client-facing role based in Makati, handling a portfolio of Premier clients and delivering wealth advisory support. You will work with branch RMs and heads to meet business targets, while actively growing investments across insurance, funds and fixed income.

You will attract new clients by understanding financial needs, delivering high standards of service, and maintaining compliance to maximize wealth for both clients and HSBC.

Qualifications

• Bachelor's degree or equivalent experience.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients.

Responsibilities

• Achieve agreed financial targets by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
• Own the client relationships in HSBC Wealth Solutions.
• Maintain awareness of relevant products and services to maximize revenues for Global Wealth and the Group.

Skills

Relationship management

Sales

Financial services

Education

Bachelor's degree or equivalent experience

Tools

CRM system

Job description

HSBC Wealth Relationship Manager is a client-facing role based in Makati, handling a portfolio of Premier clients and delivering wealth advisory support. You will work with branch RMs and heads to meet business targets, while actively growing investments across insurance, funds and fixed income.

You will attract new clients by understanding financial needs, delivering high standards of service, and maintaining compliance to maximize wealth for both clients and HSBC.