Strategic Client Advisor
4 days ago
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management to become one of the world's largest global wealth managers with assets exceeding USD1.4 trillion.
Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors, and ultra-high-net-worth individuals.
Key Responsibilities- The role is a client-facing position managing the HSBC relationship with the Bank's highest value clients (i.e., the Top Tier Premier segment typically comprises clients with >RM3Mil investible assets).
- Responsible for acquiring, developing, and retaining relationships with a portfolio of Top Tier Premier clients.
- Expected to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations.
- To get to know clients on a personal and professional level to understand their short and long-term financial goals, and use deep understanding of the client's situation and external market knowledge to challenge clients and provide financial advice.
- To review the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client.
- To increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.
- To understand and adhere to local and global compliance requirements.
- Accountable for the performance of the portfolio and needs to ensure it is effectively run within the Wealth and Personal Banking Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group.
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