Personal Wealth Planner (Mumbai/ Pune/ Bangalore/ Hyderabad)

Welcome to HSBC, a leading global bank with a strong presence in Mumbai, Pune, Bangalore, and Hyderabad. We are currently seeking a highly motivated and experienced individual to join our team as a Personal Wealth Planner. This role offers an exciting opportunity to work with a diverse range of clients and provide them with tailored financial planning solutions to help them achieve their personal wealth goals. If you are passionate about helping individuals build and manage their wealth, have a strong understanding of financial products and services, and possess excellent communication and relationship-building skills, then we would love to hear from you. Join us at HSBC and embark on a rewarding career in the world of personal wealth planning.

1. Meet with clients to understand their financial goals and objectives.
2. Analyze clients' financial information and create personalized wealth management plans.
3. Provide comprehensive financial advice and recommendations to clients, taking into account their risk tolerance and financial objectives.
4. Educate clients on different investment options and strategies.
5. Continuously monitor and review clients' portfolios and make necessary adjustments to ensure they align with their goals.
6. Develop and maintain strong relationships with clients, providing excellent customer service.
7. Keep up-to-date with industry trends, products, and services to provide clients with the most relevant and effective financial solutions.
8. Collaborate with internal teams such as investment advisors, bankers, and insurance specialists to provide holistic financial planning for clients.
9. Ensure compliance with all regulatory and legal requirements.
10. Meet or exceed sales targets and contribute to the overall success of the team and organization.
11. Participate in training and professional development opportunities to enhance knowledge and skills.
12. Represent HSBC in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Personal Wealth Planner (Mumbai/ Pune/ Bangalore/ Hyderabad) in Gurugram, Haryana, India is between ₹6,00,000 to ₹12,00,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company.

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.