Found Description
We are currently seeking an experienced professional to join our team in the role of Senior Wealth Relationship Manager . This client‑facing role involves managing a portfolio of top‑tier Premier customers, working closely with branch relationship managers and heads to achieve business performance measures and deliver exceptional investment advisory support.
Key Responsibilities
- Provide direct investment advisory support to Junior Wealth RMs and Insurance Specialists, keeping them updated with market movements and macro‑economic views for daily client engagement.
- Acquire, cross‑sell, and retain a portfolio of Wealth clients, growing the investment business through insurance, funds, and fixed‑income products.
- Work closely with HSBC branch RMs and heads to meet the IWPB performance measures and plan.
- Help clients actively manage their investment portfolios and act as a trusted wealth advisor.
- Review portfolios...