Senior Premier Wealth Relationship Manager

HSBC Global Services Limited; Philippines; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

HSBC Global Services Limited in the Philippines is seeking an experienced Premier Relationship Manager to lead a high-value client portfolio in HSBC’s Premier Banking segment. You will assess client needs, offer suitable wealth products, and deliver personalised service to top clients through collaboration with branch and direct teams.

The role focuses on acquiring, cross-selling and retaining Premier clients, driving wallet share, and maintaining strong relationships while adhering to risk

Qualifications

• Minimum of three years proven financial services or retail sales experience.
• Strong sales results in insurance and investment products.
• Experience managing high-net-worth clients.
• Fluent English and local languages.
• Licensing and qualifications for wealth management as required by country.

Responsibilities

• Demonstrate understanding of client needs and close sales of appropriate products.
• Achieve agreed KPIs by growing existing relationships.
• Build relationships to retain and grow portfolio.
• Manage portfolio to increase wallet share and nurture prospects.
• Provide excellent, personalized service to Premier clients.
• Coordinate with Compliance, Risk and Internal Control.

Skills

Relationship management

Sales oriented

Communication skills

English language

Tools

CRM system

Job description

HSBC Global Services Limited in the Philippines is seeking an experienced Premier Relationship Manager to lead a high-value client portfolio in HSBC’s Premier Banking segment. You will assess client needs, offer suitable wealth products, and deliver personalised service to top clients through collaboration with branch and direct teams.

The role focuses on acquiring, cross-selling and retaining Premier clients, driving wallet share, and maintaining strong relationships while adhering to risk