What are the responsibilities and job description for the Private Wealth Portfolio Manager position at HSBC Group?
Role Overview
This is a fantastic opportunity to join the HSBC Group as a Wealth Relationship Manager. As a key member of the team, you will be responsible for building and maintaining meaningful relationships with high-value 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.
Key Responsibilities
Some of your key responsibilities will include:
Skills and Qualifications
To succeed in this role, you will need to possess the following skills and qualifications:
This is a fantastic opportunity to join the HSBC Group as a Wealth Relationship Manager. As a key member of the team, you will be responsible for building and maintaining meaningful relationships with high-value 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.
Key Responsibilities
Some of your key responsibilities will include:
- Developing and implementing strategic plans to increase wallet share of existing clients
- Identifying and pursuing new business opportunities through referrals and community engagement
- Representing the Company in community organizations and activities
Skills and Qualifications
To succeed in this role, you will need to possess the following skills and qualifications:
- Meaningful experience in non-traditional banking financial sales
- Expert knowledge of 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
