- Competitive
- Joondalup < Western Australia < Australia
- Permanent, Full time
- HSBC Bank - Australia
- 19 Dec 13
See job description for details
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
At HSBC, our vision is to be the leading international bank in Australia. We strive to be the best place to bank and the best place to work, with our people reflecting the diversity of the customers we serve.
We are currently seeking a professional and high performing individual to work in both our Subiaco & Joondalup Branches as a Financial Planner. With a focus on high net worth clients, this high profile role with play an essential part in the growth of HSBC Australias wealth management business through the provision of service excellence that inspires customers to choose HSBC solutions for their financial needs.
A HSBC Financial Planner is responsible for developing and growing a profitable client base by providing specialist advice in areas of insurance, products, bonds, share trusts, funds, debentures, superannuation, leverage borrowing and other investment strategies appropriate to clients needs and objectives.
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.
- Driving an effective sales culture to achieve sales and revenue targets
- Managing sales activity and promoting cross-selling opportunities by actioning, progressing and tracking sales leads and referrals generated by other bank staff.
- Planning and reviewing Business and Marketing Plan in alignment with market conditions and HSBC Strategic Direction.
- Providing superior customer service and ensuring customer complaints are handled promptly.
Qualifications:
To be successful in this role, you will need:
• Relevant tertiary qualification.
• Advanced Diploma in Financial Planning (RG146)
• CFP highly beneficial
• A minimum of 3 years experience within Financial Planning managing your own portfolio of high net worth clients.
• A demonstrated track record of achieving sales and revenue targets.
• Sound knowledge of regulatory guidelines.
• Strong communication and interpersonal skills, including the ability to work effectively in a branch environment.
In return, you will be rewarded with access to excellent training and development, diverse career development opportunities, and to be a part of a supportive and high performing team.
HSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring, flexible working and the support of Employee Resource Network Groups. To preserve the confidentiality of all information you provide to us, we have adopted a Privacy Policy which can be viewed at hsbc.com.au.
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