at HSBC
OtherPosted 2 months ago
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Manage high net worth clients' portfolios and grow relationships, achieving financial targets. Promote premier services, match financial solutions to client needs, and ensure compliance. Fluent in English and Vietnamese, with three years of relevant experience required.
- Compensation
- Not specified
- City
- Ho Chi Minh City
- Country
- Not specified
Currency: Not specified
Full Job Description
Some Careers Grow Faster Than Others.
If youre looking for a career that will help you to stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Personal Banking (IWPB) helps deliver on HSBCs 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. International Wealth and Personal Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the worlds most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking a high calibre professional to join our team as Premier Wealth Relationship Manager
In this role, you will:
- Maximize profit and achievement of the growth of Premier clients portfolio.
- Achieve agreed financial targets by development of existing and new relationships.
- Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
To be successful in the role, you should meet the following requirements:
- Bachelor's degree or relevant experience
- Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
- Capabilities in introducing insurance and investment products.
- Relationship management experience with high net worth clients'
- Strong technical skills, strong communication, client focus and influencing skills in wealth management.
- Strong sales orientation, networking and portfolio management skills
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
- Able to communicate well in English and Vietnamese
