In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Your professionalism, understanding of the fundamentals of wealth planning, and ability to acquire, develop, advise, and retain a portfolio of clients will be key to success.
\nAs a Wealth Relationship Manager, 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. You 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.
\nYou will also represent the Company 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.
\nAt HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a 'bonus').
\nAdditionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
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