Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
Suitable Candidates are experienced at establishing credibility and trusting relationships in the function as primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank. He/She should be skilled in the implementation and oversight of investment portfolios, as well as in providing advice and guidance on markets and actionable investment ideas.
Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.