Premier Wealth Relationship Manager

HSBC; Mandaluyong; On-site; PHP 1,500,000 - 2,300,000; Full time

Job summary

HSBC is hiring for a Relationship Manager (Premier, Wealth) for RM Express Hiring in the Manila area. The role focuses on managing high-value Premier clients, cross-selling wealth products, and delivering personalised financial solutions.

You will work with branch and direct teams to achieve KPIs, grow wallet share, and uphold HSBC standards of service and governance. The position targets experienced wealth managers with strong client-facing skills.

Qualifications

• 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. Strong technical skills in wealth management.
• Relationship management experience with high-net-worth clients.
• Strong communication, client focus and influencing skills. Able to communicate well in English and local languages.
• 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 country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

Responsibilities

• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
• Achieve agreed financial KPIs by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline.
• Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to the continuous improvement of the Bank’s processes and standards.
• Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group.
• Work as part of an integrated branch management team to ensure, standards and are met and operating models delivered to contribute to the successful implementation of the Premier and Wealth Management Strategy.
• Adhere to and be able to demonstrate adherence to controls.

Skills

Relationship management

Portfolio management

Sales

Communication

English

Job description

HSBC is hiring for a Relationship Manager (Premier, Wealth) for RM Express Hiring in the Manila area. The role focuses on managing high-value Premier clients, cross-selling wealth products, and delivering personalised financial solutions.

You will work with branch and direct teams to achieve KPIs, grow wallet share, and uphold HSBC standards of service and governance. The position targets experienced wealth managers with strong client-facing skills.