Premier Wealth Solutions Relationship Manager Cebu

HSBC; Philippines; On-site; PHP 1,000,000 - 1,500,000; Full time

Job summary

HSBC in Cebu seeks an experienced Wealth Sales Relationship Manager to manage Premier clients, cross-sell insurance, funds and fixed income, and provide investment advisory support. You will work with branch RMs to grow wealth portfolios and maximise revenues while maintaining high service standards.

The role requires three years in financial services or retail sales, strong relationship skills, and licenses in wealth management as required.

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 technical skills in wealth management.
• Knowledge of client relationship management systems.
• Licenses/accreditation for wealth management as required by country.

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 products and services, and close sales.
• Own the client relationships in HSBC Wealth Solutions.
• Maintain awareness of products from Group sources to maximize revenues.
• Work with the integrated brokerage team to meet standards and operating models.
• Ensure compliance with sales procedures.

Skills

Relationship management

Sales skills

Client focus

Communication skills

Wealth management knowledge

Portfolio management

Networking

Education

Bachelor's degree or equivalent experience

Tools

CRM system

Job description

HSBC in Cebu seeks an experienced Wealth Sales Relationship Manager to manage Premier clients, cross-sell insurance, funds and fixed income, and provide investment advisory support. You will work with branch RMs to grow wealth portfolios and maximise revenues while maintaining high service standards.

The role requires three years in financial services or retail sales, strong relationship skills, and licenses in wealth management as required.