At HSBC, we are committed to your financial success. And to prove it, the success and reward of our Premier Relationship Managers are based on how well they meet your needs.
To help you plan for your financial goals, your Premier Wealth Relationship Manager follows a structured approach which begins with a phase of thorough listening. It enables them to understand your needs and risk tolerance, to identify with you a strategy to achieve your goals.
Your Premier Wealth Relationship Manager works with you to prepare a plan based on:
- An in-depth financial review to identify your specific financial goals
- An analysis of your profile, your expectations and your risk tolerance
- Your current financial situation.