Wealth Relationship Manager, Cebu — Premier Advisory

HSBC

Cebu City

On-site

PHP 900,000 - 1,500,000

Full time

14 days+

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Job summary

HSBC is seeking an experienced Wealth Sales Relationship Manager for Cebu to manage Premier clients and help them grow investments, insurance, funds and fixed income. You will work with HSBC branches and wealth teams to deliver strong advisory support, cross-selling opportunities, and a high level of client service.

In this client-facing role, you will develop relationships, review portfolios, and act as a trusted wealth advisor.

Qualifications

Bachelor's degree or equivalent experience.
Minimum of three years proven financial services or retail sales experience.
Evidence of strong sales results in insurance and investment products.
Relationship management experience with high-net-worth clients; strong communication and influencing skills.
Strong wealth management knowledge and portfolio management skills.
Understanding of financial services products and client relationship management systems.

Responsibilities

Achieve agreed financial targets by developing existing and new relationships.
Build relationships with clients to retain and develop sustainable portfolios.
Demonstrate deep understanding of client needs and recommend suitable products.
Own client relationships in HSBC Wealth Solutions and maximize revenues.
Keep abreast of products from group sources to offer best client solutions.
Collaborate with branch RMs and heads to meet IWPB measures and multi-channel journeys.
Ensure 100% compliance with sales procedures.