Found Description
We are seeking an experienced professional to join our team in the role of Wealth Sales Support Officer.
Role Purpose
The role is a client‑facing position managing our highest‑value clients. The holder is responsible for assisting the Wealth Sales Team in sustaining and maintaining profitable client relationships, supporting the WRM’s primary targets such as expanding the Premier client base, increasing total Funds Under Management, producing asset sales and generating a target level of revenue. The role holder must deliver superior customer service and personal attention.
Responsibilities
- Maintain operational integrity required by the Group.
- Closely manage individual performance and contribute to an environment where the wider Wealth team maximises performance.
- Accountable for the performance of the portfolio and ensure it runs according to the Target Operating Model (TOM) as defined by HSBC Group.
- Proactively expla...