Premier RO Jade Top Tier RBWM

Welcome to HSBC, a global banking and financial services institution! We are currently seeking an experienced and dynamic individual to join our team as a Premier RO Jade Top Tier RBWM. This role is vital to our Retail Banking and Wealth Management division, and we are looking for someone who is passionate about providing exceptional service to our valued clients. If you have a strong background in relationship management, a deep understanding of financial products and services, and a commitment to delivering excellence, then we want to hear from you! Join us at HSBC and be part of a dynamic and diverse team that is dedicated to helping our customers achieve their financial goals.

1. Establish and maintain relationships with high net worth clients, providing them with personalized and exceptional service.
2. Act as the primary point of contact for clients, addressing their inquiries and concerns promptly and effectively.
3. Utilize in-depth knowledge of financial products and services to advise clients on appropriate solutions to meet their financial needs.
4. Collaborate with internal teams, including wealth management, investment, and insurance specialists, to provide comprehensive financial solutions to clients.
5. Identify and pursue opportunities to deepen client relationships and increase revenue through cross-selling and up-selling.
6. Conduct regular reviews of client portfolios and proactively identify opportunities for portfolio optimization.
7. Stay updated on industry trends, market conditions, and regulatory changes to ensure compliance and provide relevant insights to clients.
8. Maintain accurate and detailed client records, ensuring all information is up-to-date and in compliance with company policies and procedures.
9. Meet or exceed sales targets and contribute to the overall success of the Retail Banking and Wealth Management division.
10. Continuously strive for personal and professional growth through training and development opportunities provided by the company.
11. Represent HSBC in a professional and positive manner, adhering to the company's values and code of conduct.
12. Collaborate with colleagues and contribute to a positive and inclusive team environment.
13. Adhere to all relevant legal and regulatory requirements and ensure compliance with internal policies and procedures.
14. Proactively seek and provide feedback to improve processes and enhance the client experience.
15. Work with a sense of urgency and prioritize tasks to meet client needs and exceed expectations.

According to JobzMall, the average salary range for a Premier RO Jade Top Tier RBWM in Colonia Cuauhtémoc, 06500 Mexico City, CDMX, Mexico is $1,100-$2,500 USD per month. This may vary depending on the specific company, level of experience, and other factors.

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.