What are the responsibilities and job description for the Wealth Relationship Manager position at HSBC Group?
Job Title: Wealth Relationship Manager
We exist to open up a world of opportunity. Our unique expertise, capabilities, breadth, and perspectives enable us to create progress and growth for our customers, people, investors, communities, and the planet.
Job Description:
The Wealth Relationship Manager works closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients.
- Professionalism, client focus, and understanding of wealth planning fundamentals are key in acquiring, developing, advising, and retaining a portfolio of clients.
Key Responsibilities:
- BUILD DEEP RELATIONSHIPS: Provide financial solutions and opportunities to your portfolio of clients through deep, long-lasting, and mutually valuable relationships.
- COLLECT AND ANALYZE CLIENT FINANCIALS: Maintain the highest standard of excellence by regularly collecting, updating, and analyzing client financials to develop strategies that increase wallet share and identify product opportunities.
- CONDUCT NEEDS ASSESSMENTS: Recommend appropriate banking, investment, and insurance products and services based on individual needs, objectives, risk tolerance, and proper asset allocations.
- REPRESENT THE COMPANY: Enhance the Company's image and maintain a referral network through community organizations and activities.
- BUSINESS DEVELOPMENT: Develop business through existing relationships and COI's while maintaining an active prospect pipeline.
Qualifications:
- Meaningful experience in non-traditional banking financial sales, providing client recommendations, and increasing sales.
- Expert knowledge in wealth planning, wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management.
- Strong client focus, 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.
- Self-motivated and self-driven individual with strong relationship and communications skills.
- Good understanding of how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
- Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required.
- Mandarin/Cantonese language skills.
About Us:
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment.
