Offshore Premier Wealth Advisor

HSBC; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

HSBC Singapore is seeking a Premier Wealth Relationship Manager (Offshore) to deliver holistic wealth solutions to onshore premier clients. You will source new business, leverage your network, and collaborate with investment, insurance and treasury specialists to meet client needs.

You will provide regular market updates, perform market analysis, and offer financial planning aligned to clients’ risk profiles, while ensuring an exceptional client experience in line with HSBC's standards and

Responsibilities

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Work closely and collaboratively with wealth corporate account manager to acquire EBS clients
• Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

Job description

HSBC Singapore is seeking a Premier Wealth Relationship Manager (Offshore) to deliver holistic wealth solutions to onshore premier clients. You will source new business, leverage your network, and collaborate with investment, insurance and treasury specialists to meet client needs.

You will provide regular market updates, perform market analysis, and offer financial planning aligned to clients’ risk profiles, while ensuring an exceptional client experience in line with HSBC's standards and