Banking Consultant - HSBC

HSBC; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading global bank in Singapore is seeking a Premier Banking Consultant to build and maintain long-term relationships with offshore clients. The role involves collaborating closely with the Wealth Management teams to provide tailored financial solutions and ensuring adherence to regulatory guidelines. The ideal candidate will have strong academic qualifications, CFMAS certification, and fluency in English and Chinese to engage effectively with clients.

Benefits

Continuous professional development

Flexible working arrangements

Inclusive and diverse work environment

Qualifications

• Proven track record of managing clients' portfolios.
• Understanding of financial markets and investment products.
• Knowledge of regulatory requirements including compliance.

Responsibilities

• Manage and deepen relationships with offshore clients.
• Work with Wealth Management teams to deliver solutions.
• Conduct regular portfolio reviews and KYC updates.
• Educate clients on digital channels for low-value transactions.

Skills

Wealth Management knowledge

Interpersonal relationship skills

Fluency in English and Chinese

Market analysis

Education

Strong academic qualifications

CFMAS certification

Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer‑centric propositions and innovative and efficient distribution channels.

We are currently seeking a high caliber professional to join our team as a Premier Banking Consultant.

In this role, you will

• Proactively manage and deepen relationships with existing offshore clients, building a strong foundation for long‑term customer growth
• Work closely with Wealth Management teams – including investment, insurance and treasury specialists – to deliver holistic financial solutions
• Nurture and activate client portfolios to grow balances and achieve Premier relationship thresholds
• Educate and encourage clients to adopt a Digital First approach, promoting the use of remote and digital channels for low-value transactions
• Conduct regular portfolio reviews, perform KYC (Know-Your-Client) updates, and ensure strict adherence to Offshore Sales Processes, Cross Border Guidelines and internal Risk & Compliance frameworks
• Provide clients with regular market updates, identifying their financial needs and recommending appropriate wealth management solutions
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Maintain up-to-date knowledge of financial products to tailor solutions that support clients’ goals and business growth

To be successful you will need

• Strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking)
• CFMAS (Capital Markets and Financial Advisory Services) certification is required
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Solid knowledge of Premier Banking products, client needs and regulatory requirements including compliance, credit and risk management
• Fluency in English and Chinese to engage Mandarin-speaking clients effectively. Cantonese proficiency is an advantage

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

Opening up a world of opportunity
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.