Found Description
We are currently seeking an experienced professional to join our team in the role of Wealth Sales Relationship Manager – Cebu.
The role is a client‑facing position managing a portfolio of Premier customers where professionalism, client focus, and a broad understanding of financial planning fundamentals are critical to success. The role works closely with branch relationship managers and heads to achieve business performance measures and plans, helping clients actively manage their investment portfolios and becoming their trusted wealth advisor.
In This Role, You Will
- Achieve agreed financial targets by developing existing and new relationships.
- Build effective relationships with clients to retain and develop sustainable relationships.
- Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales.
- Own the client relationships in HSBC Wealth Solutions.