You and your Wealth

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HSBC Premier

To apply call 5721 3389 or
toll free 01 800 716 3541 or
if out of Mexico +1 908 PREMIER (+1 908 773 6437)

Dedicated Relationship Manager

Your HSBC Premier Relationship Manager is the key to making the most of your money and the better they know you, the better they'll be able to help you manage your HSBC Premier account and your financial arrangements.

It is their role to provide expert guidance and support, and to build a trusted relationship. They can recommend solutions tailored to your needs that will help you build, protect and manage your wealth.

Building and managing your wealth

HSBC is a global leader when it comes to managing clients' wealth, offering a comprehensive suite of products, services and advice to HSBC Premier customers the world over. We can offer a wide range of tax-efficient saving and investment solutions to build a strategy that can support your aim to increase your wealth through time. These choices cover diverse requirements and cater for clients who wish to manage their own investments, all the way through to those who wish to be guided by our investment experts. HSBC has the breadth of capability required to cater for your investment needs, whatever strategies your personal circumstances or goals dictate.

Wealth management expertise

Each and every individual has a unique set of financial circumstances. In protecting and managing your wealth, we will involve you and work hard to match your aspirations in any decision making.

Whatever your financial goals or aspirations, we have the expertise to help. Your Relationship Manager will help you to gather information and assess your personal circumstances and your life goals.

To apply call 5721 3389 or toll free 01 800 716 3541 or if out of Mexico +1 908 PREMIER (+1 908 773 6437)

Documents to bring with you

Your HSBC Premier Relationship Manager will need to verify your identity before disclosing data and discussing your banking needs, so please bring some form of identification (a photo ID, such as a driving licence or passport) and verification of your address (such as a utility bill dated within the past six months).

What they need to know about you

In your first meeting, your relationship manager will want to know about your lifestyle, your current financial arrangements and your goals and aspirations for the future.