What are the responsibilities and job description for the High Net Worth Client Advisor position at HSBC Group?
Job Description
We are seeking a skilled and experienced Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will play a critical role in building and maintaining relationships with high net worth clients. Your expertise in wealth planning and wealth products will enable you to provide tailored financial solutions that meet the unique needs of our customers.
Responsibilities
Some of your key responsibilities will include:
Requirements
To be successful in this role, you will need to possess the following skills and qualifications:
We are seeking a skilled and experienced Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will play a critical role in building and maintaining relationships with high net worth clients. Your expertise in wealth planning and wealth products will enable you to provide tailored financial solutions that meet the unique needs of our customers.
Responsibilities
Some of your key responsibilities will include:
- Conducting full needs assessments with current and potential clients
- Recommending appropriate banking, investment, and insurance products
- Representing the Company in community organizations and activities
Requirements
To be successful in this role, you will need to possess the following skills and qualifications:
- Expertise in wealth planning and wealth products
- Strong client focus and ability to deliver needs-based solutions
- Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses
