Wealth Manager

Role Overview

We are seeking an accomplished professional to join our team as a Wealth Manager. This role involves presenting HSBC Premier propositions, engaging customers to strengthen and upgrade their banking relationships to Premier Banking.

Key Responsibilities

• Utilize a need-based advisory approach to provide tailored financial recommendations aligned with clients' goals and banking requirements.
• Design and implement strategies for wealth preservation and growth through investments and insurance products.
• Establish and maintain strong client relationships while handling inquiries, feedback, and complaints promptly according to service level agreements and branch protocols.
• Proactively connect with assigned customers to foster engagement and service delivery.
• Ensure accurate and timely completion of sales and operational transactions, complying with audit standards and regulatory guidelines.
• Conduct thorough risk assessments in business decisions to protect the bank, its clients, and assets, maintaining strict adherence to laws, policies, ethics, and reporting standards.

Candidate Profile

• Possesses a diploma or degree with relevant experience in customer service.
• New graduates and candidates with proven sales experience are encouraged to apply.
• Demonstrates excellent communication and interpersonal abilities, is adaptable and eager to learn.
• Highly motivated to achieve excellence in customer service and sales within a dynamic, fast-paced environment.