Premier Banking Consultant

HSBC Holdings plc; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HSBC Holdings plc, a leading global bank, is seeking a Premier Banking Consultant to deepen relationships with offshore Premier clients and deliver holistic wealth solutions across deposits, investments, and insurance. You will collaborate with Wealth Management teams to structure solutions and drive Net New Money and AUM growth.

Fluent Mandarin is required to engage Mandarin-speaking clients, and you will manage KYC updates, adhere to cross-border guidelines, and maintain a disciplined client

Qualifications

• Bachelor’s degree or equivalent professional experience with relevant experience in relationship management, client-facing sales or wealth/banking services.
• Completion and passing of the required CFMAS examinations are required: RES1B / RES5 / CM-EIP / CM-SIP / M8 / M8A / M9 / M9A / CHI / BCP / PGI.
• Strong knowledge of Premier Banking, financial markets and wealth products, with the ability to conduct meaningful client conversations and identify suitable banking and wealth opportunities.
• Demonstrated ability to proactively manage and engage a client portfolio across multiple channels, identify opportunities, maintain consistent follow-through and take ownership of client outcomes.

Responsibilities

• Manage, retain and deepen relationships with an assigned portfolio of offshore Premier customers, building long-term engagement and sustainable relationship growth.
• Proactively engage clients to understand their financial goals and deliver needs-based banking and wealth solutions across deposits, investments and insurance.
• Collaborate with Wealth Management teams, including investment, insurance and treasury specialists, to structure holistic solutions and support end-to-end execution.
• Drive portfolio growth through disciplined pipeline management to increase relationship balances, deepen wealth penetration and deliver Net New Money (NNM) and Assets Under Management (AUM) growth.
• Execute a consistent client contact strategy with timely follow-ups and end-to-end ownership of customer outcomes.
• Champion a Digital First approach, encouraging adoption of remote and digital channels while maintaining high-quality client engagement and need-based conversations.
• Conduct portfolio reviews and KYC updates, ensuring strict adherence to Offshore Sales Processes, Cross Border Guidelines, suitability/appropriateness standards and internal Risk & Compliance requirements.
• Provide regular market updates and conduct portfolio analysis to identify client needs and opportunities, leveraging strong product knowledge to deliver suitable solutions and improve portfolio quality.

Skills

Relationship management

Client-facing sales

Wealth management

Cross-border knowledge

Multichannel engagement

KYC compliance

Education

Bachelor’s degree or equivalent

CFMAS examinations: RES1B RES5 CM-EIP CM-SIP M8 M8A M9 M9A CHI BCP PGI

Job description

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 aPremier Banking Consultant.

In this role you will:

• Manage, retain and deepen relationships with an assigned portfolio of offshore Premier customers, building long-term engagement and sustainable relationship growth.
• Proactively engage clients to understand their financial goals and deliver needs-based banking and wealth solutions across deposits, investments and insurance.
• Collaborate with Wealth Management teams, including investment, insurance and treasury specialists, to structure holistic solutions and support end-to-end execution.
• Drive portfolio growth through disciplined pipeline management to increase relationship balances, deepen wealth penetration and deliver Net New Money (NNM) and Assets Under Management (AUM) growth.
• Execute a consistent client contact strategy with timely follow-ups and end-to-end ownership of customer outcomes.
• Champion a Digital First approach, encouraging adoption of remote and digital channels while maintaining high-quality client engagement and need-based conversations.
• Conduct portfolio reviews and KYC updates, ensuring strict adherence to Offshore Sales Processes, Cross Border Guidelines, suitability/appropriateness standards and internal Risk & Compliance requirements.
• Provide regular market updates and conduct portfolio analysis to identify client needs and opportunities, leveraging strong product knowledge to deliver suitable solutions and improve portfolio quality.

To be successful you will need:

• Bachelor’s degree or equivalent professional experience, with relevant experience in relationship management, client-facing sales or wealth/banking services and a proven track record of performance delivery and pipeline discipline.
• Completion and passing of the required CFMAS examinations are required: RES1B / RES5 / CM-EIP / CM-SIP / M8 / M8A / M9 / M9A / CHI / BCP / PGI.
• Strong knowledge of Premier Banking, financial markets and wealth products, with the ability to conduct meaningful client conversations and identify suitable banking and wealth opportunities.
• Demonstrated ability to proactively manage and engage a client portfolio across multiple channels, identify opportunities, maintain consistent follow-through and take ownership of client outcomes.
• Strong interpersonal, communication and problem-solving skills, with the ability to work independently and collaborate effectively with internal stakeholders, with sound knowledge of KYC, suitability/appropriateness, compliance, credit, risk management and cross-border requirements.
• Strong command ofMandarin, with the ability to effectively engage Mandarin-speaking clients.

You’ll achieve more when you join HSBC.

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