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Senior Client Advisor

2 weeks ago

Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time
Sales Responsibilities
The role holder has a responsibility to acquire, cross-sell and retain a portfolio of Wealth clients, working with the HSBC branches and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and by acquiring new clients through becoming the trusted wealth advisor to them.

  • 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 performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality service