In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business.
\nYou will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.
\nAs a representative of the Company, you will represent HSBC in community organisations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.
\nTo succeed in this role, you will need meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios.
\nYou will also require expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory frameworks relevant to wealth management.
\nAdditionally, you will need strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
\nYou will also be responsible for demonstrating strong relationship deepening skills with existing client bases to build and grow relationships and develop referral sources.
\nYou will work with outside COIs to develop self-sourced business and require self-motivation and self-driven individual with strong relationship and communications skills.
\nYou will also need a good understanding of how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
\nFinally, you will require Series 7, 63, 65, or 66 (in lieu of 63 and 65) Life and Health insurance licenses.
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\nSeries 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses are required.
\nAs an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also receive a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.
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\nYou will use your experience to bring ideas large and small to life, turning ambiguous problems into elegant solutions. You'll design with a deep respect for users, shaping products from brainstorming to launch. Additionally, you'll mentor other designers while collaborating closely with the Product and Engineering teams.
\nAt Everlaw, our mission is to promote justice by illuminating truth. We help legal teams across law firms, government agencies, corporations, and nonprofits sift through millions of documents to uncover critical evidence in high-stakes litigation and investigations.
\nThe Product Design team is at the forefront of this mission, transforming complex, high-stakes workflows into experiences that are intuitive, powerful, and distinctly human. As AI redefines legal work, we are committed to designing systems that amplify human intuition, communicate uncertainty with clarity, and uphold the defensibility required in the pursuit of justice.
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