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HSBC

Wealth Relationship Manager

HSBC

Posted

2 weeks ago

Hanoi

Onsite

VND 20M

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

HSBC is seeking a Wealth Relationship Manager in Hanoi, Vietnam. This role focuses on managing high-net-worth client relationships, providing tailored financial advice, and enhancing client engagement. Applicants should have substantial experience in finance, particularly in wealth management, with the ability to build strong client relationships. The position is full-time and office-based in Vietnam's capital. Candidates not only need financial acumen but also the skills to communicate effectively with clients.

About Company

HSBC is one of the world's largest banking and financial services organizations, dedicated to providing exceptional financial solutions and services to customers globally.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Experience in wealth management
  • Excellent communication skills
  • Strong client relationship management
  • Analytical ability

Responsibilities

  • Manage portfolio of high-net-worth clients
  • Provide personalized financial advice
  • Conduct regular client reviews and meetings
  • Develop and implement investment strategies
  • Onboard new clients and nurture relationships
  • Stay updated on market trends
  • Collaborate with internal teams to enhance services

Must Have skills

Wealth managementClient communicationFinancial analysisRelationship buildingInvestment knowledge

Nice To Have Skills

Sales experienceData analysisCRM softwareNetworking skillsPresentation skills

Tools Knowledge Requried

CRM softwareFinancial modeling toolsMarket analysis platforms

Job Keywords

Wealth managementClient engagementFinancial advisorPortfolio managementInvestment strategy

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