Wealth Manager

About the Role

Join HSBC as a Wealth Manager and play a crucial role in assisting a global clientele that ranges from retail clients to ultra-high-net-worth individuals. HSBC's International Wealth and Premier Banking division supports over 41 million customers worldwide, helping them manage, protect, and grow their wealth through borderless banking and advanced mobile-first technology.

Key Responsibilities

• Promote HSBC Premier propositions to customers, deepening relationships and encouraging upgrades to Premier Banking.
• Use a needs-based consultative approach to provide tailored financial advice aligned with clients' financial goals and broader banking needs.
• Develop and execute wealth preservation and accumulation strategies using investment and insurance products.
• Strengthen customer relationships by managing queries, addressing feedback and complaints within defined Service Level Agreements.
• Proactively contact assigned customers to maintain engagement and foster loyalty.
• Ensure all sales and operational transactions are completed promptly and accurately, adhering to compliance and audit guidelines.
• Assess risks thoughtfully in all business decisions to protect the bank’s reputation and assets, comply with legal and regulatory requirements, and uphold ethical standards.

Qualifications & Requirements

• Diploma or Degree qualification coupled with relevant customer service experience.
• Open to new graduates; sales experience will be viewed favorably.
• Excellent communication and interpersonal skills, with adaptability and eagerness to learn.
• Strong motivation to achieve excellence in both sales and customer service within a fast-paced environment.

Additional Information

Candidates selected for this position will undergo enhanced screening as per local laws, involving additional checks both during recruitment and on an ongoing basis. HSBC reserves the right to take appropriate actions based on any significant adverse findings.

HSBC fosters an inclusive, respectful workplace committed to continuous professional development, flexibility, and diversity.