The Personal Wealth Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI... Wealth investment products such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement...
, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail... by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth...
trusted advisor to them. It will also entail reviewing the portfolio regularly to identify cross selling opportunities... of service quality. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser...
trusted advisor to them. It will also entail reviewing the portfolio regularly to identify cross selling opportunities... of service quality. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser...