Premier Wealth Relationship Advisor

HSBC

Philippines

On-site

PHP 900,000 - 1,700,000

Full time

4 days ago

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Job summary

HSBC Philippines is seeking an experienced Wealth Relationship Manager to manage a Premier client portfolio across BGC/Makati/Ortigas branches, delivering personalized investment advisory and cross-selling insurance and funds. You will collaborate with branch RMs to grow the wealth business while maintaining high client service standards and regulatory compliance.

The role focuses on acquiring and retaining clients, building trusted relationships, and delivering tailored financial solutions to

Qualifications

Bachelor's degree or equivalent experience.
Minimum of three years proven financial services and/or retail sales experience.
Evidence of strong sales results in insurance and investment products.
Relationship management experience with high net worth clients.
Strong communication, client focus and influencing skills.
Strong wealth management knowledge and portfolio management skills.
Understanding of local regulatory licenses for wealth management.

Responsibilities

Achieve agreed financial targets by developing existing and new relationships.
Build effective relationships with clients to retain and develop sustainable relationships.
Demonstrate understanding of client needs, recommend appropriate products/services, and close sales.
Own client relationships in HSBC Wealth Solutions.
Maintain awareness of products/services to maximize revenues for Global Wealth and the Group.
Work with branch team to deliver performance measures and ensure compliance to sales procedures.