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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance
Job Responsibility:
Portfolio Growth via Sophisticated WEM Capabilities
Wealth Needs Fulfillment
Global Standards maintenance
Maximising growth in their portfolio and achieving the WPB plan/metrics
Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the WPB strategy in their country
Total TCR of the portfolio
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
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HBCN
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
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