Deskripsi Pekerjaan
Join HSBC's prestigious Wealth Management team as a Wealth Sales Relationship Manager and drive the growth of our investment business in Metro Manila. In this dynamic role, you'll acquire high-net-worth clients, cross-sell sophisticated financial products, and build lasting relationships that fuel portfolio expansion. You'll leverage market expertise to deliver tailored investment solutions while maintaining strict compliance standards. This position offers unparalleled exposure to global wealth markets and opportunities to develop your career in one of the world's leading financial institutions. If you're results-driven with a passion for client-centric wealth management, HSBC provides the ideal platform to excel.
Tanggung Jawab
- Acquire and onboard new high-net-worth clients through targeted outreach and networking
- Develop comprehensive wealth management strategies aligned with client financial goals
- Cross-sell investment products, insurance solutions, and banking services
- Conduct regular portfolio reviews and performance analysis
- Ensure compliance with regulatory requirements and internal policies
- Collaborate with product specialists to design customized investment portfolios
- Generate and exceed sales targets while maintaining client satisfaction metrics
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum 3 years experience in wealth management, private banking, or high-net-worth sales
- Strong understanding of investment products, capital markets, and wealth planning
- Proven track record of meeting sales targets and KPIs
- Excellent communication, negotiation, and relationship-building skills
- Relevant certifications (CFA, CFP, or CAMRI) preferred
- Proficiency in CRM systems and financial analysis tools