Senior Premier Director
Current• Assist clients in determining and understanding their financial profiles, then present them with Wealth Management solutions that answer to their financial goals, risk profiles, and constraints/ specific circumstances.• Educating the client in an advisory role on the need for financial planning and importance of asset allocation.• Conducting regular portfolio review and rebalancing client portfolios to ensure it is in line with client’s risk attitude and aptitude and long-term objectives • Help customers adopt a 360 degrees approach to financial planning by incorporating Life Insurance products to their portfolios, after quantifying and specifying the needs for such protection plans. • Increase Investment and Wealth Management penetration out of the total Asset Under Management books • Grow, manage and service a portfolio of High-Net-Worth individuals at HSBC• Establishing strong customer relationships by regularly meeting with them, increasing “share of wallet” and achieving business volumes in accordance with the business plans. • Extremely high focus on client service with an endeavor to provide delightful customer service experience.
