Wealth Sales Desk Financial Consultant

Build deep, long-lasting and mutually valuable relationships with current low opportunity Wealth customers. Grow relationships with lower value wealth cutomer base to turn the client into a core segment client. Help the organization achieve its objectives of through the development of existing Wealth relationships consistent with the Key Performance Indicators (Non Outcome and Outcome) that measure performance of the role. Through a defined sales process, recommend investment and insurance solutions designed to meet customer’s protection, education, retirement, legacy, property, and lifestyle needs while also helping customers manage and grow their wealth. Mortgage needs to be referred to appropriate Mortgage staff. Bank product needs to be referred to appropriate Premier Relationship Manager. Proactively support others through direct and indirect actions beyond activities particular to this role.

According to JobzMall, the average salary range for a Wealth Sales Desk Financial Consultant in 95 Washington St, Buffalo, NY 14203, USA is $62,000 to $75,000 per year. This range may vary depending on the individual's experience, qualifications, and the specific company they are employed with.

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.