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Wealth Manager
at HSBC
Mid LevelNo visa sponsorshipOther
Posted 5 hours ago
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- Compensation
- Not specified
- City
- Country
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Currency: Not specified
**Wealth Manager**: Guide high-net-worth clients (2+ years experience) with financial planning, investment management (EFTs, Mutual Funds, Bonds, IPOs). Utilize CRM (Salesforce) and reporting tools (AdvisorSoftware) to track portfolios. Collaborate with cross-functional teams for tax and estate planning, offering personalized strategies.
No additional description provided.
