Financial Planner

Job description

Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

Retail Banking and Wealth Management (RBWM) leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

We are currently seeking a professional and high performing individual to join our Melbourne team. This role play a essential part in the growth of HSBC Australia's Wealth Management business through the provision of service excellence that inspires customers to choose HSBC solutions to meet their financial needs.

An HSBC a Financial Planner is responsible for developing and growing a profitable client base by providing specialist advice in areas of insurance, superannuation, investments and retirement planning.

Your main responsibilities will include, but are not limited to:
· Developing and maintaining diverse client relationships through effective portfolio management;
· Proactively identifying the best possible advice and appropriate product selection to match client needs;
· Building key stakeholder and referrer relationships within the branch;
· Managing sales activity and promoting cross-selling opportunities by actioning, progressing and tracking sales leads and referrals generated by other bank staff;
· Providing superior customer service and ensuring customer enquiries are handled promptly;

Desired profile

To be successful in this role, you will need:
·  Relevant tertiary qualification;
·  Advanced Diploma in Financial Planning (RG146);
·  Minimum of 3 years Financial Planning experience;
·  Demonstrated success in building and managing your own portfolio of High Net Worth clients;
·  Cantonese or Mandarin language skills are beneficial
·  A demonstrated track record of fulfilling customer needs ;
·  Sound knowledge of the FOFA and Australian regulatory framework for providing financial advice;
·  Suitably qualified to provide advice in the SMSF segment;
·  Strong communication and interpersonal skills, including the ability to work effectively within a branch environment;

You'll achieve more when you join HSBC.
www.hsbc.com.au/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Bank Australia Limited. HSBCKJD