Elite Director of Premier Wealth Management
2 days ago
We are seeking a highly skilled and experienced professional to join our team as a Elite Director of Premier Wealth Management.
This role will involve managing relationships with our highest value HSBC Premier Elite clients, acquiring, developing, and retaining relationships with a portfolio of clients, and providing financial advice to meet their needs.
The ideal candidate will have a proven track record in client portfolio management, expertise in financial planning and wealth products, and a strong client focus with the ability to develop long-term partnerships.
Key Responsibilities
- Manage relationships with high-value HSBC Premier Elite clients
- Acquire, develop, and retain relationships with a portfolio of clients
- Provide financial advice to meet client needs
- Know clients on a personal and professional level to understand their financial goals
- Mentor and coach team members to develop their skills
Requirements
- Bachelor's degree or equivalent experience in finance or a related discipline
- Proven track record in client portfolio management
- Expertise in financial planning and wealth products
- Strong client focus with the ability to develop long-term partnerships
- Excellent communication skills in English, Cantonese, and Mandarin
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