What are the responsibilities and job description for the Senior Wealth Solutions Specialist position at HSBC Group?
At HSBC Group, our purpose is to open up a world of opportunity – for our customers, employees, investors, communities and the planet we all share. We're bringing together the people, ideas and capital that nurture progress and growth.
The High Net Worth Client Strategist works closely with service teams to build meaningful relationships with high-value clients. Professionalism, client focus, and understanding of wealth planning fundamentals will be key as they acquire, develop, advise, and retain a portfolio of clients.
As the High Net Worth Client Strategist, you'll provide financial solutions and opportunities to your portfolio of clients, building deep, long-lasting, and mutually valuable relationships. You'll maintain the highest standard of excellence in developing strategies to increase wallet share of existing clients and identify product opportunities within the business.
You'll conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs. This will be based on objectives, risk tolerance, and proper asset allocations. You'll represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities.
This role requires strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills. The ideal candidate should be self-motivated, self-driven, and possess strong relationship and communications skills. They should have good understanding of how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
In addition to these skills, experience in non-traditional banking financial sales, providing client recommendations, and increasing sales is essential. Expert knowledge in wealth planning and wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management is also required.
HSBC offers a competitive pay package including a robust Wellness Hub, a welcoming, diverse, and inclusive work environment. You'll be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and comprehensive Sustainability and Climate Change Initiatives. You'll have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
