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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
Job Responsibility:
Acting as a technical expert in one or several product categories, as relevant to market, such as currency
actively calling clients to provide market movement updates and execute trades based on individual client profiles and needs, to increase wealth revenue while ensuring highest level of customer experience and sales quality
reviewing portfolios with RMs, and strategizing currency portfolios to target given market updates
provide coaching/guidance to RMs using insights from market updates and client appointments
managing client referrals, leads pipeline and action leads to align with Channel goals
daily review of achievements and identification of improvement areas with senior management to grow client base, revenue and improve customer experience
resolving any outstanding operational issues to optimize daily performance
ensure daily sales activity management enables achieving the overall business objectives
Requirements:
Bachelor's degree or equivalent experience
local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
advanced or equivalent experience in priority or premier banking sales preferred
strong technical skills in wealth management with emphasis on FX analysis
evidence of strong sales results in spot FX and FX option products
relationship management experience with high-net-worth clients
What we offer:
Flexible working
opportunities to grow within an inclusive and diverse environment
workplace fostering continuous professional development
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