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

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Wealth Relationship Manager - BGC/Makati/ Ortigas Branch.

The role is a client-facing role managing portfolio of Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, to grow the investment business including insurance, funds and fixed income and provide investment advisory support to customers. The role holder must work closely with HSBC branch RMs and heads to ensure achievement of the business performance measures and plan (as defined by IWPB). This will be achieved by helping clients actively manage their investment portfolios and becoming the trusted wealth advisor to them.

It will also entail reviewing the portfolio regularly to identify cross selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives, the role holder will need to attract business with new clients by understanding their financial needs and delivering high standards of service quality.

In delivering the business objectives the role holder must also:

• maintain the levels of operational integrity required by the Group
• closely manage individual performance
• contribute to and maintain an environment where the wider Branch team is able to maximize

In this role, you will:

• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships.
• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. (Needs fulfilled)
• Own the client relationships in HSBC Wealth Solutions
• Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Work as part of an integrated brokerage management team to ensure standards are met and operating models delivered
• Work with the wider team in HSBC branches to deliver the IWPB Performance measures and plan to support the multi-channel client journey
• Ensuring 100% compliance to sales procedures

To be successful in this role, you should meet the following requirements:

• Bachelor's degree or equivalent experience.
• 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.
• Relationship management experience with high net worth clients. Strong communication, client focus and influencing skills.
• Strong technical skills in wealth management.
• 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.
• Candidate with less relevant experience or skills may be offered a lower Global Career Band level than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

hsbc/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Investment and Insurance Brokerage.