Wealth Relationship Manager

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

Manage and grow a portfolio of Premier wealth clients as a client-facing trusted advisor. Acquire, cross-sell, and retain clients while achieving financial targets through sustainable relationships. Provide investment advisory support across insurance, funds, and fixed income, regularly review portfolios for opportunities, and ensure 100% compliance to sales procedures. Partner with branch RMs/heads and an integrated brokerage management team to deliver IWPB performance and multi-channel client journey standards.

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FursaFursa
HSBC
HSBC
2 days ago

Wealth Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Manage and grow a portfolio of Premier wealth clients as a client-facing trusted advisor. Acquire, cross-sell, and retain clients while achieving financial targets through sustainable relationships. Provide investment advisory support across insurance, funds, and fixed income, regularly review portfolios for opportunities, and ensure 100% compliance to sales procedures. Partner with branch RMs/heads and an integrated brokerage management team to deliver IWPB performance and multi-channel client journey standards.
Location: Philippines
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire, cross-sell, and retain a portfolio of Wealth clients to grow the investment business.
  • •Provide investment advisory support and recommend appropriate products and services to achieve closure of sales.
  • •Maintain and own client relationships in HSBC Wealth Solutions.
  • •Review portfolios regularly to identify cross-selling opportunities and improve client loyalty.
  • •Ensure 100% compliance with sales procedures and support integrated brokerage management standards.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of progressive financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Experience managing relationships with high net worth clients, with strong communication and influencing skills.
  • •Local regulatory & license requirements: hold valid licenses/accreditation for wealth management as required by country.
Experience:3+ yearsFinancial servicesWealth managementRetail sales
Education:Bachelor's
Skills:Client focusCommunicationInfluencingSales orientationPortfolio management
Tech Stack:Client relationship management system

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