Strategic Wealth Relationship Manager
1 week ago
Unlock new opportunities with a career at HSBC, where you can experience the possibilities and take your skills to the next level.
Wealth and Personal Banking is our global business combining Retail Banking and Wealth Management, offering products and services that meet the needs of our customers worldwide.
We are seeking an ambitious individual to join our team in the role of Premier Relationship Banker. Your key responsibilities will include managing and growing relationships with Premier customers, driving revenue growth through holistic financial planning, and ensuring compliance with sales policies and procedures.
Main Responsibilities:
- Build and maintain strong relationships with Premier customers to drive business growth.
- Develop and implement comprehensive financial plans to increase revenue and assets under management.
- Sell HSBC retail products based on customer needs, ensuring high-quality service delivery.
- Refer mortgage business to the Mortgage Arranger.
- Maintain best practices in wealth sales and share knowledge with colleagues.
- Adhere to sales policies, procedures, and guidelines set by the Bank and regulatory authorities.
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