Assistant Vice President, Premier Banking Consultant - Wealth & Personal Banking

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

 

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Premier Banking Consultant.

 

Principal Responsibilities

• Manage clients virtually with some face to face client interaction, primarily through the telephone and emails, managing our highest value clients where professionalism, client focus and strong understanding of the fundamentals of financial planning are critical to the success of the business



• Attend to client service requests through the telephone and email, on both service and sales matters



• Execute instructions from clients promptly to service level agreements and accurately, following up on any pending items, responding to customers’ request, queries and complaints promptly, and working closely with other departments to ensure that customers instructions and requests are executed correctly and followed up in a timely manner



• The identification of opportunities for wealth reviews and delivering wealth solution as a trusted advisor based on identifying client’s needs



• Build effective relationships with clients to retain and develop sustainable relationships



• Maintain highest standard of excellence in client service