
Wealth Sales Relationship Manager
4 days ago
Work Style: Flex Office
The role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
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.
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 performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality service
The role holder is accountable for the performance of his/her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by HSBC Group.
In this role, you will:
- 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)
- 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
- Proactively support others through direct and indirect actions beyond activities particular to this role
- Ensuring 100% compliance to sales procedures
- Monitor client satisfaction data implementing portfolio level improvements.
- Escalate and report instances of operational risks and provide 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 need
- Abreast with current financial, business and economic news
Job Type: Full-time
Benefits:
- Company Christmas gift
- Company events
- Free parking
- Health insurance
- Life insurance
- Paid training
- Work from home
Application Question(s):
- job holder should possess valid licenses with accreditation on wealth management and qualification as required by country. Yes or No?
- Can you speak Chinese?
Education:
- Bachelor's (Preferred)
Experience:
- financial services and/or retail sales: 3 years (Preferred)
Language:
- Chinese (Preferred)
Work Location: In person
-
AVP - Wealth and Fund Management
4 days ago
Taguig, National Capital Region, Philippines Nezda Global Full time ₱1,200,000 - ₱1,500,000 per yearPosition:AVP- Wealth and Fund ManagementLocation:Taguig SiteSchedule:Night ShiftWork Set-up:On SiteEmployment Type:Full Time and Direct HireTheAVP for Wealth and Fund Managementis responsible for leading investment strategies, managing client portfolios, and ensuring optimal asset allocation to meet clients' financial goals. The role oversees a team of...
-
Relationship Manager
5 hours ago
Taguig, National Capital Region, Philippines Robert Walters Full time $104,000 - $130,878 per yearA prestigious financial institution is seeking a Relationship Manager in Wealth Management to join their esteemed team in Bonifacio Global City. This is an exceptional opportunity for you to make a meaningful impact by nurturing and expanding relationships with high-net-worth individuals, providing tailored investment advice, and contributing directly to the...
-
Wealth Investment and Asset Management
2 days ago
Taguig, National Capital Region, Philippines Quess Full time ₱3,000,000 - ₱9,000,000 per yearAs a Director Manager for Wealth Investment and Asset Management, your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:Your future duties and responsibilities:Developing and...
-
Wealth Management
4 days ago
Taguig, National Capital Region, Philippines TechTiera Corporation Full time ₱1,200,000 per yearWork Location : Taguig City / Pasig CityFull OnsiteWork Schedule : NightshiftHiring for Senior Manager and Consulting Delivery ( Wealth Investment and Asset Management)REQUIRED QUALIFICATIONSBachelor's degree in Business Administration, Management, or related field; MBA is often preferred.Extensive experience in Wealth Investment, Asset Management, Fund...
-
Wealth Products Head
2 weeks ago
Taguig, National Capital Region, Philippines Private Advertiser Full time ₱1,500,000 - ₱2,500,000 per yearThe Head of Wealth Management Products will lead the strategy, design, and delivery of investment solutions, ensuring products are competitive, compliant, and profitable. The role combines product leadership with sales support to drive growth across wealth offerings.RESPONSIBILITIESOwn the full product lifecycle, from development and regulatory approval to...
-
Client Relationship Management
4 days ago
Taguig, National Capital Region, Philippines Mercer Full time HK$150,000 - HK$250,000 per yearWe are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex...
-
Wealth Management Operations, Credit
4 days ago
Taguig, National Capital Region, Philippines JPMorgan Chase & Co. Full time ₱1,500,000 - ₱2,500,000 per yearJob Description Join J.P. Morgan, a global leader in financial services, and make your mark in our Asset & Wealth Management division. Unlock your potential by contributing to our quality control initiatives and driving process improvements. As a Quality Control Team Lead in the Credit Operations group within J.P. Morgan Asset & Wealth...
-
Taguig, National Capital Region, Philippines Addforce Human Resources Solution Inc. Full time ₱500,000 per yearJob Title:Client Services SupervisorWealth Management and Financial ServicesWork Setup and locationOnsite in TaguigNight Shift ScheduleSalary Package:50,000.00 Basic PayYour future duties and responsibilitiesLeadership and Team Management – Skilled in managing and developing teams, including goal setting, performance evaluation, and fostering professional...
-
Wealth and Investment Management
1 week ago
Taguig, National Capital Region, Philippines J-K International Language Center Full time ₱150,000 - ₱250,000 per yearBENEFITS :Leave EntitlementsNight shift differentialRetirement fundShare Purchase PlanPerformance BonusHMO + dependentsGroup Life InsuranceCareer growthFree health consultationReward programClient Profile:This IT and consulting company is listed in the TOP 10 great companies to work with. 47 years in providing great service and with over 33 delivery centers...
-
relationship manager
4 days ago
Taguig, National Capital Region, Philippines Globe Telecom Full time ₱1,200,000 - ₱2,400,000 per yearAt Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionThe Platinum Relationship Manager (PRM) delivers personalized, high-touch service to high-value clients, managing their Globe mobile,...