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Wealth Relationship Manager
at HSBC
Mid LevelNo visa sponsorshipOther
Posted 5 hours ago
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- Compensation
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Currency: Not specified
**Wealth Relationship Manager** needed to build, maintain & grow client portfolios. Manage client relationships & provide personalized investment advice. 5+ years' experience in wealth management. Demonstrate strong financial acumen & exceptional client relationship skills. Proficient in CRM platforms, financial planning software & MS Office. CFP certification desired. Proven track record of exceeding client expectations.
No additional description provided.
