The role requires a deep understanding of financial planning principles and methodology to identify client needs, recommend suitable solutions, and contribute to sustainable growth of client wealth and the segment.

Key responsibilities:

• Attract, prospect, and acquire new high-net-worth clients.
• Manage a portfolio averaging 500-700 million pesos (MDP).
• Conduct in-depth financial reviews of clients and prospects.
• Utilize institutional financial review tools and document results properly.
• Analyze client situations, goals, and needs to recommend suitable financial solutions.
• Drive portfolio growth in assets under management (AUM), total operating income (TOI), profitability, and diversification.
• Design and implement strategies to increase portfolio diversification.
• Identify investment, financing, protection, and other financial product opportunities aligned with client profiles and needs.
• Strengthen retention and growth of existing clients.
• Generate new business through referrals and recommendations from current clients.
• Build long-term relationships based on trust, client knowledge, and service quality.
• Collaborate with peers, Premier Executives, and other HSBC colleagues to offer integrated solutions.
• Maintain clear, timely, and effective communication with clients and internal teams.
• Comply with institutional, regulatory, and conduct guidelines applicable to the role.

Requirements:

• Bachelor's degree, preferably in economics or administration.
• Master's degree desirable.
• Minimum 2 years of experience in banking or wealth management.
• Experience in managing and developing portfolios for high-net-worth clients.
• Current AMIB Figure 3 certification required.
• Intermediate to advanced English proficiency desirable.

Technical knowledge:

• Financial markets and capital.
• Investment products and solutions.
• Financial instruments and diversification alternatives.
• Financial planning and wealth analysis.
• Macroeconomics and key economic variables.
• Asset management and portfolio profitability.
• Client profiling and comprehensive knowledge.
• Regulations and practices applicable to financial product sales.

Competencies and skills:

• Client orientation and building trust relationships.
• Effective oral and written communication.
• Negotiation and persuasion skills.
• Commercial orientation and focus on results.
• Financial analysis capabilities.
• Identifying business opportunities.
• Problem-solving.
• Planning, organization, and follow-up.
• Collaborative work and synergy generation.
• Adaptability and priority management.
• Integrity, responsibility, and adherence to regulations.

Key performance indicators:

• AUM growth.
• TOI growth and portfolio profitability.
• Client retention and satisfaction.
• Acquisition of new clients.
• Clients and assets obtained through referrals.
• Product and solution diversification per client.
• Compliance with commercial, regulatory, and service objectives.

Job Data by YubHub.