Last year proved to be an extremely successful one for 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, and 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 who are 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, while the service also continues to attract new clients to HSBC.

“HSBC would like to thank all the staff at wealth management for the exceptional service they have provided to new and existing customers during 2006,” said HSBC Malta’s head of wealth management, Martin Scicluna.