Personal Wealth Manager

Overview

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC offers opportunities, support and rewards to take you further. In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million international customers, from retail clients to ultra high net worth individuals and their families. We help customers manage day-to-day finances and grow their wealth through our international network, best-in-class capabilities, and exceptional people. Our key operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

Role

Personal Wealth Manager

Responsibilities

• Adopt a needs-based approach to advise and provide recommendations aligned with customers’ financial objectives and banking needs.
• Develop and implement wealth preservation and wealth accumulation plans using investment and insurance solutions.
• Build and strengthen customer relationships; manage queries, issues, feedback, and complaints with appropriate advice in line with SLA expectations and branch protocols.
• Share HSBC customer propositions, encourage deeper relationships, and cross-sell other HSBC retail products.
• Reach out to the client base using provided customer contacts.
• Ensure all sales and operational transactions are executed accurately and efficiently while complying with audit and statutory guidelines.
• Assess risk in business decisions, safeguard the bank and its clients by complying with laws and regulations, applying ethical judgement, and escalating control issues as needed.

Requirements & Qualifications

• Diploma or Degree qualification with relevant customer service experience.
• New graduate or proven sales experience is a plus.
• Excellent interpersonal and communication skills, with adaptability and willingness to learn.
• Highly driven to excel in both customer service and sales, thriving in a focused and fast-paced environment.

The selected candidate will be required to undergo enhanced vetting. Depending on local laws, this may include additional checks during recruitment and on an ongoing basis if appointed. HSBC Group reserves its rights regarding actions taken in response to any material adverse findings.

Opening up a world of opportunity

www.hsbc.com/careers

HSBC is committed to a culture where all employees are valued and respected. We provide a workplace that supports continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held during applications will be used in accordance with our Privacy Statement, available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited

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