Vice President Financial Consultant

Build deep, long-lasting and mutually valuable relationships with Wealth customers. Develop strong partnerships with the Premier Relationship Manager. Regularly meet with clients to understand and analyze their current and long term needs and advise them on the products and services that help them achieve their goals. Refer business to other areas within the bank as appropriate, in accordance with established guidelines. Perform tasks on behalf of the bank as required including deposit account opening as necessary. Complete all activity documentation to provide a record for performance tracking. Assist in targeting future opportunities. Maintain highest standard of excellence in client service across the team and with individual portfolio. Complete ongoing analysis of portfolios of client relationships through marketing of ideas and researching clients. Maintain proper documentation following preset guidelines established by Compliance and Management.

According to JobzMall, the average salary range for a Vice President Financial Consultant in 10745 S De Anza Blvd, Cupertino, CA 95014, USA is between $100,000 and $200,000 per year. This range includes base salary, bonuses, and other incentives.

The salary range is dependent on a variety of factors, including the individual's experience, qualifications, and the specific company that they work for. It is also important to note that the salary range may vary between different locations and industries.

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.