What are the responsibilities and job description for the Financial Solutions Specialist position at HSBC Group?
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement. As a Wealth Relationship Manager at HSBC, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional service and building lasting relationships with our clients.
Key Responsibilities:
* Identify opportunities to grow existing client relationships and develop strategies to increase wallet share
* Deliver needs-based solutions through effective communication and influencing skills
* Possess expert knowledge in wealth planning and wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management
* Develop and maintain valuable relationships with high net worth client portfolios
Requirements:
* Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales
* Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
* Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
* Strong business development skills to work with outside COI's to develop self-sourced business
Benefits:
* Competitive pay package
* Comprehensive benefits program including medical, dental, and vision coverage
* 401(k) plan with company match
* Opportunities for professional development and advancement
We are an equal opportunity employer and welcome applications from diverse candidates.
We offer a competitive salary and benefits package, as well as opportunities for professional development and advancement. As a Wealth Relationship Manager at HSBC, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional service and building lasting relationships with our clients.
Key Responsibilities:
* Identify opportunities to grow existing client relationships and develop strategies to increase wallet share
* Deliver needs-based solutions through effective communication and influencing skills
* Possess expert knowledge in wealth planning and wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management
* Develop and maintain valuable relationships with high net worth client portfolios
Requirements:
* Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales
* Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
* Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
* Strong business development skills to work with outside COI's to develop self-sourced business
Benefits:
* Competitive pay package
* Comprehensive benefits program including medical, dental, and vision coverage
* 401(k) plan with company match
* Opportunities for professional development and advancement
We are an equal opportunity employer and welcome applications from diverse candidates.
