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Wealth and Personal Banking Professional
1 week ago
In this exciting role, you will play a vital part in delivering exceptional customer experiences and driving business success in HSBC's Wealth and Personal Banking team.
You will be responsible for managing and acquiring new Premier customers, growing existing relationships, and deepening client engagement.
Main Objectives:
- Identify and pursue high-value opportunities to acquire new Premier customers.
- Develop and execute targeted marketing campaigns to engage existing clients.
- Implement strategies to increase sales and services of HSBC retail products.
- Collaborate with Mortgage Arranger (MA) to refer mortgage business.
- Lead by example in promoting best practices in wealth sales.
- Ensure compliance with regulatory requirements and internal policies.
