What are the responsibilities and job description for the Wealth Services Expert position at HSBC Group?
About Us
HSBC Group is one of the largest banking and financial services organizations in the world. We have a presence in over 80 countries and employ over 40 million customers worldwide. Our commitment to delivering exceptional service and building long-lasting relationships with our clients has earned us a reputation as a trusted partner in the financial industry.
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. You will be responsible for identifying opportunities to grow existing client relationships and developing strategies to increase wallet share, using your expertise in wealth planning and wealth products to deliver needs-based solutions through effective communication and influencing skills.
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.
HSBC Group is one of the largest banking and financial services organizations in the world. We have a presence in over 80 countries and employ over 40 million customers worldwide. Our commitment to delivering exceptional service and building long-lasting relationships with our clients has earned us a reputation as a trusted partner in the financial industry.
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. You will be responsible for identifying opportunities to grow existing client relationships and developing strategies to increase wallet share, using your expertise in wealth planning and wealth products to deliver needs-based solutions through effective communication and influencing skills.
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.
