Make the Right Move and join a winning team! Build your career with us. HSBC – North America is part of HSBC Group, one of the largest banking and financial services organizations in the world. Our national strength and extensive global network provide our employees with the best of both worlds – the friendliness of a local organization and the resources of a worldwide network – for diverse experiences and challenging career opportunities. This Vice President Financial Advisor Private Client Services position provides financial solutions to current and potential customers through the services and products of Private Client Services.
Execute transactions with their customers and refer business to other areas within the Company as appropriate, in agreement with established sales goals. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future cross-sell efforts. Provide quality service in meeting customer needs, inquiries and problems, Maintain contact with existing customers and referral sources on an on-going basis to identify new or additional sales opportunities. Conduct full needs assessment with current and potential Company customers and recommend appropriate investment and insurance, Private Client and Company products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.
Represent the Company in community organizations and activities to enhance the Company’s image and maintain and improve a referral network for additional sales opportunities. Coach, mentor and supervise branch-based licensed sales professionals in assigned branches. Complete other responsibilities, as assigned. Increasing sales during tough economic situations. Cross-selling Company products to the client base. Ensure compliance, operational risk controls under HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Basic Qualifications of Vice President Financial Advisor Private Client Services:
- Bachelor’s degree in Business, Finance, related field or equivalent experience
- Minimum of eight years proven non-traditional banking financial sales experience or equivalent
- Series 7, 63, 65 or 66 and life and health insurance licenses
- Certified Financial Planner and Series 24, 9 and ten licenses preferred
- Proven sales, analytical, decision-making, interpersonal, leadership and communications skills
- Knowledge of investment products and services delivered, operations supporting them and pertinent regulations affecting their delivery
- Ability to work in a team-based environment
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