Last year proved to be an extremely successful one for the HSBC Wealth Management Department, which has served the financial planning needs of over 20,000 customers around Malta and Gozo in 2006.

HSBC’s Wealth Management team provides financial advice and planning to clients, by helping them select the most suitable products from a comprehensive range of local and international, HSBC Group and third party product providers. These include bond and equity funds, life insurance, life wrapped investment products, specific insurance products such as critical illness cover and local and foreign products in all major currencies.

The top performing individuals are Noel Caruana, Senior Area Sales Manager, Norman Chetcuti, Area Sales Manager, Kevin Mifsud, Private Clients Manager, Loredana Cassar Cutajar, Financial Planning Manager, David Camilleri and Patrick Bartolo, Financial Planning Officers, who received High Achiever Rewards from HSBC. The four managerial staff members have each been granted the use of a leased car for one year, while the two non-managerial staff members have been awarded a holiday voucher each.

All sales by HSBC’s Wealth Management team are made by highly trained staff licensed by the Malta Financial Services Authority. The sales process focuses on the customers’ personal needs and no discussion on product selection is made until a comprehensive needs analysis is conducted to the customers’ satisfaction. For this reason, Customer Satisfaction Ratings are strong, and the service also continues to attract new clients to HSBC.