Offshore Premier Wealth Advisor

HSBC BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

HSBC Bank (Singapore) Limited is seeking a Premier Banking Consultant to manage and deepen relationships with offshore Premier clients, delivering tailored wealth and banking solutions. The role requires strong knowledge of wealth products, KYC compliance, and a Mandarin-speaking ability to engage clients effectively.

You will drive portfolio growth through disciplined pipeline management, collaborate with investment and treasury specialists, and promote digital channels while upholding

Qualifications

• Bachelor's degree or equivalent professional experience in banking/wealth management.
• CFMAS exams RES1B/RES5/CM-EIP/CM-SIP/M8/M8A/M9/M9A/CHI/BCP/PGI are required.

Responsibilities

• Manage a portfolio of offshore Premier clients and deepen relationships to grow AUM and NNM.
• Provide needs-based banking and wealth solutions across deposits, investments and insurance.
• Collaborate with investment, insurance and treasury specialists to structure holistic solutions.
• Drive pipeline and client engagement with end-to-end ownership of outcomes.
• Ensure KYC and compliance with offshore sales processes and cross-border guidelines.
• Deliver regular market updates and portfolio analysis to identify opportunities.
• Promote a Digital First approach with remote and digital channel adoption.
• Engage Mandarin-speaking clients and maintain strong client communication.

Job description

HSBC Bank (Singapore) Limited is seeking a Premier Banking Consultant to manage and deepen relationships with offshore Premier clients, delivering tailored wealth and banking solutions. The role requires strong knowledge of wealth products, KYC compliance, and a Mandarin-speaking ability to engage clients effectively.

You will drive portfolio growth through disciplined pipeline management, collaborate with investment and treasury specialists, and promote digital channels while upholding