Wealth Strategist

Our purpose at HSBC is to open up a world of opportunity for our customers. In the Wealth and Personal Banking division, we serve 41 million customers globally, including 6.7 million international customers.

We help our customers take care of their day-to-day finances and manage, protect and grow their wealth through borderless banking and world-class wealth management capabilities.

As a Primary Banker in our Wealth and Personal Banking team, you will work with colleagues to define, manage and achieve divisional business targets by increasing sales revenue of HSBC's financial products via various sales activities.

Main Responsibilities:

1. To build strategic relationships with existing and new customers to increase sales revenue of HSBC's financial products.
2. To conduct market reviews and understand customer financial needs and requirements.
3. To promote and deliver digital channel and Life Sign Technology to New to Bank or Existing to Bank customers.
4. To share digital know-how with customers to create awareness and increase the adoption rate.
5. To drive wealth referrals specifically for investment needs to Premier colleagues.
6. To ensure compliance with products and sales policies, procedures, and guidelines set by the Bank and the relevant authorities are adhered to at all times.