HSBC Employee Reviews for Wealth Manager
Wealth Manager12 reviews
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I would recommend this place to all looking for a great place to work. Great leadership from whom you can learn a lot. Fantastic energy in sales staff.
As I was into wealth the best part of being with world recognise organisation is a lot of importance is given to training and development. Which helps in learning new products in market. Sales hardest part is fixing an appointment with HNI
Lot of competition and awards to achive
long hours no work life balance
HSBC has a special place in my life. I have started my career from this organization. Today whatever knowledge about banking I have it is because of HSBC. I have sailed through good and bad in this organization and have transformed myself into a professional. We are rewarded as when we achieve. However the decision taken by the management last year (2016) was very painful. We understand business policies but at the end of the day we look up to the organisation we deliver for.
They provide freedom to work and learn at our pace and appreciate our efforts though if your business is not coming at proper pace, they acknowledge efforts behind every deal. The working culture is very professional and friendly. they make you enjoy your work
To use proprietary analytical tools to create client presentations including asset allocation, performance review, portfolio recommendations to meet their short term and long term goals. Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investments, insurance, tax & estate planning. Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels. Acquire knowledge of a broad range of investment strategies including fixed income securities, equity securities, mutual funds, equity derivatives/ structured products, real estate & PE Funds. Participated in conferences with clients, bankers, fund managers and portfolio management to gain knowledge and experience about the financial markets. Cash flow planning and maintain asset allocation, equity valuation, technical analysis of stocks and financial modelling. Creating and maintaining synergy with the branch staff in order to work smoothly as well as aligning resources in line with the branch targets and performance estimates
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