Branch VRM

1. Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of business banking client segment and products and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN 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 local languages 2. Accreditations Attain appropriate professional and regulatory qualifications as required by market. Attain any internal standards as required by HBCN 3. Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses 4. Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details) Technical Capabilities Client focus Sales orientation Portfolio management Communicating & influencing Business Acumen Business understanding Solutions Premier products and services HSBC services and propositions Processes Business processes Tools and systems