Premier Wealth Relationship Manager

HSBC Global Services Limited; Philippines; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

HSBC Global Services Limited in the Philippines is seeking an experienced Wealth Relationship Manager to oversee Premier client portfolios at the BGC/Makati/Ortigas branches. You will act as a trusted wealth advisor, coordinating with branch RMs to deliver tailored financial solutions.

You will attract new clients, review portfolios, and embed loyalty by delivering high service standards across insurance, funds and fixed income products.

Qualifications

• Three years proven financial services and/or retail sales experience.
• Experience with wealth management or investment products.
• Strong relationship management and client-focused skills.
• Regulatory licenses in wealth management as required.

Responsibilities

• Achieve financial targets by developing existing and new relationships.
• Build relationships with clients to retain and grow wealth portfolios.
• Recommend suitable products and services and close sales.
• Own the client relationships in HSBC Wealth Solutions.
• Collaborate with branch teams to maximize revenues and ensure compliance.
• Support multi-channel client journey and meet IWPB measures.

Skills

Relationship management

Sales

Client focus

Communication

Education

Bachelor's degree or equivalent experience

Job description

HSBC Global Services Limited in the Philippines is seeking an experienced Wealth Relationship Manager to oversee Premier client portfolios at the BGC/Makati/Ortigas branches. You will act as a trusted wealth advisor, coordinating with branch RMs to deliver tailored financial solutions.

You will attract new clients, review portfolios, and embed loyalty by delivering high service standards across insurance, funds and fixed income products.