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Financial Consultant
Description This role is a client facing role managing our high value clients where professionalism, client focus and a broad understanding of the fundamentals of wealth planning are critical to the success of the business. The role holder has a responsibility to acquire, develop, advise, and retain a portfolio of Wealth clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by Retail Banking & Wealth Management (RBWM)). The role holder will represent HSBC Securities (USA) Inc., HSBC Bank USA, N.A. and HSBC Insurance Agency (USA) Inc. This will be achieved by active management of portfolio of Wealth clients, It will also entail regularly updating and analyzing client financial information


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