Found Description
Wealth Sales Relationship Manager – Cebu
Client‑facing role managing a portfolio of Premier customers, focusing on acquisition, cross‑selling, retention, and investment advisory support. Works closely with HSBC branch RMs, heads and partners to achieve business performance measures.
Responsibilities
- Acquire, cross‑sell, and retain a portfolio of Wealth clients, growing investment business including insurance, funds and fixed income.
- Provide investment advisory support and help clients actively manage their portfolios.
- Review portfolios regularly to identify cross‑selling opportunities and embed client loyalty.
- Maintain operational integrity and manage individual performance.
- Contribute to a branch environment enabling the wider team to maximise performance.
- Achieve agreed financial targets through development of existing and new relationships.
- Build effective relationships with clients t...