
AVP - Premier Financial Consultant
Are you a dynamic and driven financial professional looking for a new challenge? Look no further than HSBC, a global leader in banking and financial services. We are currently seeking an Assistant Vice President (AVP) - Premier Financial Consultant to join our team of dedicated and talented individuals. In this role, you will have the opportunity to use your expertise and knowledge to provide premier financial consulting services to our valued clients. If you possess a strong background in finance, exceptional customer service skills, and a passion for helping clients achieve their financial goals, we want to hear from you! Join us at HSBC and be a part of a dynamic and inclusive workplace where your skills and talents will be recognized and rewarded.
- Provide premier financial consulting services to clients, utilizing expertise and knowledge in finance to help them achieve their financial goals.
- Build and maintain strong relationships with clients to understand their needs and provide tailored financial advice.
- Collaborate with other team members and departments to ensure a holistic approach to client financial planning.
- Stay updated on industry trends and changes in regulations to provide accurate and up-to-date information to clients.
- Identify opportunities for cross-selling and upselling banking and financial services to clients.
- Conduct financial analyses and present recommendations to clients in a clear and understandable manner.
- Act as a trusted advisor to clients, demonstrating professionalism, integrity, and confidentiality.
- Meet and exceed sales targets and performance metrics set by the company.
- Maintain accurate and organized client records and documentation.
- Continuously enhance knowledge and skills through training and development opportunities.
- Represent HSBC in a positive and professional manner, promoting the company's values and brand.
- Adhere to all company policies and procedures, as well as regulatory and compliance requirements.
- Provide exceptional customer service, resolving any issues or concerns raised by clients promptly and effectively.
- Mentor and train junior team members to help them develop their skills and reach their full potential.
- Contribute to team and company-wide initiatives and projects as required.
Bachelor's Degree In Finance, Economics, Or Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Minimum Of 5 Years Experience In Financial Advisory Or Wealth Management.
Strong Knowledge Of Investment Products And Services, Including Retirement Planning, Insurance, And Asset Management.
Proven Track Record Of Meeting And Exceeding Sales Targets.
Financial Planning
Product knowledge
Relationship Building
Portfolio Management
Risk assessment
Market analysis
wealth management
Asset allocation
Cross-Selling
Consultative
Client Servicing
Investment Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Problem Solving
Time management
creativity
Attention to detail
Teamwork
Adaptability
According to JobzMall, the average salary range for a AVP - Premier Financial Consultant in Mumbai, Maharashtra, India is approximately 1,500,000 to 2,500,000 Indian rupees per year. This equates to roughly $20,000 to $33,000 USD per year. However, this can vary greatly depending on factors such as experience, qualifications, and the specific company.
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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.

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