Wealth Relationship Manager

HSBC
Philippines
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Client focus","Influencing","Sales orientation"]

Client-facing Wealth Relationship Manager responsible for managing a Premier portfolio, cross-selling investment products, insurance and funds, and providing advisory support. Collaborates with branch RMs and heads to meet performance targets, grow the investment business, and maintain high service standards while identifying cross-sell opportunities and building long-term client relationships.

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FursaFursa
HSBC
HSBC
3 months ago

Wealth Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Client-facing Wealth Relationship Manager responsible for managing a Premier portfolio, cross-selling investment products, insurance and funds, and providing advisory support. Collaborates with branch RMs and heads to meet performance targets, grow the investment business, and maintain high service standards while identifying cross-sell opportunities and building long-term client relationships.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •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.
  • •Own the client relationships in HSBC Wealth Solutions.
  • •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.

Key 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 communication, client focus and influencing skills.
  • •Strong technical skills in wealth management.
Experience:3+ yearsBankingFinancial services
Education:Bachelor's
Skills:CommunicationRelationship-buildingClient focusInfluencingSales orientation
Tech Stack:Wealth managementPortfolio managementInsuranceInvestment products

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn