Global Personal Wealth Advisor

HSBC Global Services Limited; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global bank in Singapore is seeking a high calibre Personal Wealth Manager to help clients manage and grow their wealth. Candidates should possess a Diploma/Degree and relevant customer service experience. You will be responsible for advising clients based on their financial objectives, implementing wealth strategies, and fostering customer relationships. The role involves ensuring compliance with industry standards while delivering high-quality service. This opportunity offers a platform for professional growth in a diverse and inclusive environment.

Qualifications

• Relevant customer service experience is essential.
• New graduate with proven sales experience is a plus.
• High adaptability and willingness to learn are required.

Responsibilities

• Advise customers based on their financial objectives.
• Develop wealth preservation and accumulation plans.
• Manage customer queries and feedback according to service level agreements.
• Encourage cross-selling of other retail products.
• Execute transactions according to compliance and audit guidelines.

Skills

Interpersonal skills

Communication skills

Sales experience

Customer service

Education

Diploma/Degree qualification

Job description

A leading global bank in Singapore is seeking a high calibre Personal Wealth Manager to help clients manage and grow their wealth. Candidates should possess a Diploma/Degree and relevant customer service experience. You will be responsible for advising clients based on their financial objectives, implementing wealth strategies, and fostering customer relationships. The role involves ensuring compliance with industry standards while delivering high-quality service. This opportunity offers a platform for professional growth in a diverse and inclusive environment.