Junior Wealth Sales Relationship Manager, HSBC

HSBC

Location:
Philippines, BGC/Makati/Ortigas

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The role is a client-facing role managing portfolio of Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.

Job Responsibility:

Manage portfolio of Premier customers
Acquire, cross sell and retain a portfolio of Wealth clients
Grow the investment business including insurance, funds and fixed income
Provide investment advisory support to customers
Work closely with HSBC branch RMs and heads to ensure achievement of business performance measures
Help clients actively manage their investment portfolios
Become the trusted wealth advisor to clients
Review portfolio regularly to identify cross selling opportunities
Maintain highest standard of excellence in client service
Ensure 100% compliance to sales procedures
Manage operational risk

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
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Clear view on how to work with Compliance, Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages

What we offer:

Opportunities to develop
Support and rewards
Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
October 01, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Junior Wealth Sales Relationship Manager

HSBC

Location:Philippines, BGC/Makati/Ortigas

Category:Banking

Contract Type:Not provided