Digital-First Premier Wealth Advisor

HSBC Holdings plc

Singapore

On-site

SGD 120,000 - 190,000

Full time

5 hours ago

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Job summary

HSBC Holdings plc in Singapore seeks a Wealth Management Premier Client Advisor to serve onshore Premier clients, delivering holistic wealth management solutions and proactive relationship management. The role emphasizes nurturing portfolios and transitioning clients to digital and remote channels, minimizing in-branch activity while maintaining exceptional service.

The successful candidate will possess strong wealth management knowledge, market insight, and the ability to tailor strategies to

Qualifications

Experience managing Personal/Premier banking portfolios.
Knowledge of wealth management products.
Understanding of financial markets.

Responsibilities

Provide holistic wealth management solutions to Premier clients.
Nurture and activate client portfolios to fund up to Premier Balance.
Educate clients to adopt a Digital First approach with focus on minimizing in-branch activities while transitioning to digital and remote channels.
Provide premier clients with regular market updates and recommend wealth products.
Perform market analysis to identify client leads and opportunities.
Provide financial planning aligned to clients’ needs and investment profiles.
Embarking on proactive relationship management to strengthen and deepen relationships with existing customers.
Understand customers’ banking and financial needs and recommend suitable solutions in line with HSBC standards.