Found Description
Senior Wealth Relationship Manager
The role is a client‑facing role managing a portfolio of top‑tier Premier customers where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business working closely with branch RMs and heads.
Provide direct investment advisory support to Junior Wealth RMs and Insurance Specialists to ensure they are updated with market movements, including macro‑economic view, that can be used for their daily client engagements and discussions.
The role holder has a responsibility to acquire, cross‑sell and retain a portfolio of Wealth clients, grow the investment business (insurance, funds and fixed income) and provide investment advisory support to customers. The role holder must work closely with HSBC branch RMs and heads to ensure achievement of the business performance measures and plan (as defined by IWPB), helping clients actively manage their investm...