Personal Wealth Manager

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

Job summary

A leading global bank in Singapore is seeking a Personal Wealth Manager to advise clients on their financial objectives and provide tailored banking solutions. You will develop wealth preservation and accumulation plans while managing customer relationships and ensuring compliance with service standards. Ideal candidates possess a diploma/degree and strong interpersonal skills to thrive in a fast-paced environment.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse work environment

Qualifications

• Diploma/Degree qualification with relevant customer service experience.
• New graduate and/or with proven sales experience is a plus.
• Highly driven to excel in both customer service and sales.

Responsibilities

• Advise on personal banking customers’ financial objectives.
• Develop and implement wealth preservation and accumulation plans.
• Manage customer queries and ensure compliance with SLAs.
• Encourage customers to deepen relationships and cross-sell products.

Skills

Excellent interpersonal and communication skills

Customer service experience

Sales experience

Adaptability

Driven to excel

Education

Diploma/Degree qualification

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Personal Wealth Manager.

• Adopt a needs-based approach to advise and provide recommendations in line with personal banking customers’ financial objectives and their other banking needs
• Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
• Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA (Service Level Agreement) expectations of Branch Service Protocol, Customer Complaints and other process SLAs (Service Level Agreement) as applicable
• Share HSBC Customer Propositions, encourage customers to deepen relationship and cross-sell other HSBC retail products
• Reach out to our client base with customer contacts provided by the bank
• Ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications

To be successful you will need

• Diploma/Degree qualification with relevant customer service experience
• New graduate and/or with proven sales experience is a plus
• Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
• Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

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.

You’ll achieve more when you join HSBC.

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.