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Banking and Wealth Expert

2 weeks ago

Cebu City, Central Visayas, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time

We are seeking a highly motivated and experienced professional to join our team as an AVP/Manager Wealth Sales Relationship Manager – Cebu Branch. This is a client-facing role that involves managing our highest value clients, where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to success.

The ideal candidate will have a strong background in financial services and/or retail sales, with a proven track record of achieving sales results in insurance and investment products. They will possess sound knowledge of financial services products and services, as well as excellent communication and client relationship management skills.

Responsibilities of the role include:

Acquiring and Retaining Clients

The role holder will be responsible for acquiring and retaining a portfolio of wealth clients, working closely with HSBC branches and direct teams to achieve business performance measures and plans.

Operational Integrity and Compliance

The role holder must maintain the levels of operational integrity required by the Group and ensure 100% compliance to sales procedures. They will also be responsible for escalating and reporting instances of operational risks and providing root cause analysis, including safeguards to protect the bank and its customers.

Sales and Client Relationships

The role holder will be responsible for building effective relationships with clients to retain and develop sustainable relationships. They will also demonstrate an excellent understanding of client needs, recommending appropriate products and services, and achieving closure of sales.

Key responsibilities include:

  • Achieving agreed financial targets by developing existing and new relationships
  • Building effective relationships with clients to retain and develop sustainable relationships
  • Demonstrating an excellent understanding of client needs, recommending appropriate products and services, and achieving closure of sales
  • Maintaining 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
  • Proactively supporting others through direct and indirect actions beyond activities particular to this role
  • Ensuring 100% compliance to sales procedures
  • Monitoring client satisfaction data implementing portfolio level improvements
  • Escalating and reporting instances of operational risks and providing root cause analysis, including safeguards to protect the bank and its customers

To be successful in this role, you should meet the following requirements:

  • 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
  • Sound knowledge of financial services products and services and the client relationship management system
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
  • Strong sales orientation, networking and portfolio management skills. Strong communication, client focus and influencing skills
  • An excellent understanding of financial planning, wealth management and understanding client needs
  • Abreast with current financial, business and economic news