• Achieve agreed financial targets by development of existing and new relationships.
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.
• To be successful in the role, you should meet the following requirements:
• Bachelor's degree or relevant experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
• Capabilities in introducing insurance and investment products.
• Relationship management experience with high net worth clients'
• Strong technical skills, strong communication, client focus and influencing skills in wealth management.
• Strong sales orientation, networking and portfolio management skills
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and Vietnamese
You’ll achieve more when you join HSBC.