Junior Wealth Sales Relationship Manager

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We are currently seeking a high caliber professional to join our team as a Junior Wealth Sales Relationship Manager - BGC/Makati/Ortigas Branch.

The role is a client-facing role managing portfolio of Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.

The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, to grow the investment business including insurance, funds and fixed income and provide investment advisory support to customers.

The role holder must work closely with HSBC branch RMs and heads to ensure achievement of the business performance measures and plan (as defined by IWPB). This will be achieved by helping clients actively manage their investment portfolios and becoming the trusted wealth advisor to them.

It will also entail reviewing the portfolio regularly to identify cross selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives, the role holder will need to attract business with new clients by understanding their financial needs and delivering high standards of service quality.

In delivering the business objectives the role holder must also:

• maintain the levels of operational integrity required by the Group
• closely manage individual performance
• contribute to and maintain an environment where the wider Branch team is able to maximize

Principal Accountabilities:

Impact on the Business / Function

• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships.
• Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. (Needs fulfilled)
• Complete regular reviews with clients to understand their current and long-term needs and to recommend suitable products and services that will help them address their needs.
• Effectively use tools and information to drive client service delivery and WPB performance.

Customers / Stakeholders

• Own the client relationships in HSBC Wealth Solutions
• Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients

Leadership & Teamwork

Work as part of an integrated brokerage management team to ensure standards are met and operating models delivered

• Work with the wider team in HSBC branches to deliver the IWPB Performance measures and plan to support the multi-channel client journey
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Establish and maintain strong working relationships with colleagues in the wider IWPB businesses and others as appropriate to service client needs.
• Role model the HSBC Group values in a consistent manner. Demonstrate the behaviours on Self Leadership as an Individual Contributor based on the HSBC Group Leadership Capability for this level.
• Drive personal development in order to ensure high level of individual and team performance

Business Processes

• Ensuring 100% compliance to sales procedures
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss.
• Escalate and report instances of operational risks and provide root cause analysis, including safeguards to protect the bank and its customers

Knowledge & Experience

• Bachelor's degree or equivalent experience.
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
• Evidence of strong sales results in insurance and investment products.
• Relationship management experience with high net worth clients.
• Strong technical skills in wealth management.
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills.
• Sound knowledge of financial services products and services and the client relationship management system.
• Understanding of business banking client segment and products and services.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.

Accreditations

• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required locally

Leadership Capabilities

• Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• Be authentic and show ability to engage with colleagues and clients to deliver at pace
• Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Note : Candidate with less relevant experience or skills may be offered a lower Global Career Band level than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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