Premier Wealth Relationship Manager

HSBC Holdings plc; Taguig; On-site; PHP 670,000 - 1,339,000; Full time

Job summary

HSBC Holdings plc is seeking an experienced Relationship Manager (Premier, Wealth) for Metro Manila locations (BGC/Ortigas/Makati/Alabang). The role focuses on high-net-worth clients, cross-selling and retaining portfolios, and delivering premium wealth management services.

The RM will manage Premier clients, build trusted advisor relationships, and refer to wealth advisers as needed to achieve business objectives and adhere to HSBC standards.

Qualifications

• Minimum of three years proven financial services or retail sales experience.
• Strong sales results in insurance and investment products.
• Relationship management experience with high-net-worth clients.
• Strong communication and client focus; English and local languages.
• Sound knowledge of financial products and client relationship systems.

Responsibilities

• Demonstrate understanding of client needs, recommend products and close sales.
• Achieve agreed financial KPIs by developing existing and new relationships.
• Build relationships to retain and develop sustainable client portfolios.
• Manage a prospect pipeline to increase wallet share.
• Provide excellent, personalized service to Premier clients and contribute to process improvements.
• Leverage Group product knowledge to maximize revenues for the Bank.
• Collaborate with branch management to meet standards and implement strategies.
• Adhere to controls and risk management requirements.

Skills

Sales experience

Wealth management knowledge

Relationship management

Multilingual communication

Portfolio management

Job description

HSBC Holdings plc is seeking an experienced Relationship Manager (Premier, Wealth) for Metro Manila locations (BGC/Ortigas/Makati/Alabang). The role focuses on high-net-worth clients, cross-selling and retaining portfolios, and delivering premium wealth management services.

The RM will manage Premier clients, build trusted advisor relationships, and refer to wealth advisers as needed to achieve business objectives and adhere to HSBC standards.