Assistant Vice President/ Manager Wealth Sales Relationship Manager - Makat

at  HSBC

Job Advert Details
Some careers shine brighter than others.
If you’re looking for a career that will help you 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.
We are currently seeking an experienced professional to join our team in the role of Assistant Vice President/ Manager Wealth Sales Relationship Manager - Makati Branch
Role Purpose
The role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross sell and retain a portfolio of Wealth clients, working with the HSBC branches and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB and HIIB). This will be achieved by helping clients actively manage their investment portfolios and by acquiring new clients through becoming the trusted wealth advisor to them.
It will also entail reviewing the portfolio regularly to identify cross selling opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.
In order to deliver the business objectives, the role holder will need to attract business with new clients by understanding their financial needs and delivering high standards of service quality.

In delivering the business objectives the role holder must also:

• Maintain the levels of operational integrity required by the Group
• Closely manage individual performance
• Contribute to and maintain an environment where the wider Branch team is able to maximize performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality service

The role holder is accountable for the performance of his/her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by HSBC Group.

KNOWLEDGE & EXPERIENCE

• 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.

LEADERSHIP CAPABILITIES

• 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
• Be authentic and show ability to engage with colleagues and clients to deliver at pace
• Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
  You’ll achieve more when you join HSBC.
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  Issued by The Hongkong and Shanghai Banking Corporation Limited.

In delivering the business objectives the role holder must also:

• Maintain the levels of operational integrity required by the Group
• Closely manage individual performance
• Contribute to and maintain an environment where the wider Branch team is able to maximize performance in order to achieve the WPB and INPH business objectives whilst providing the highest quality servic