Premier Banking Consultant

HSBC Holdings plc; Singapore; Presencial; SGD 90.000 - 150.000; Jornada completa

Descripción de la vacante

HSBC Holdings plc is seeking a Premier Banking Consultant to manage and deepen relationships with offshore Premier clients, delivering wealth and banking solutions across deposits, investments and insurance. You will collaborate with wealth specialists to structure holistic plans, drive AUM growth, and ensure compliance with KYC and cross-border guidelines.

The role requires a Mandarin-speaking professional with strong relationship management, client-facing sales experience, and a track record

Formación

• Bachelor’s degree or equivalent with experience in relationship management, client-facing sales or wealth/banking services.
• Completion and passing of CFMAS examinations: RES1B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, CHI, BCP, PGI.
• Strong knowledge of Premier Banking, financial markets and wealth products.
• Ability to manage a client portfolio across multiple channels with proactive follow-through.
• Strong interpersonal, communication and problem-solving skills.
• Mandarin language proficiency for engaging Mandarin-speaking clients.

Responsabilidades

• Manage, retain and deepen relationships with an assigned portfolio of offshore Premier customers.
• Proactively understand client goals and deliver needs-based banking and wealth solutions.
• Collaborate with Wealth Management teams to structure holistic solutions.
• Drive portfolio growth through pipeline management to increase AUM and NNM.
• Execute a consistent client contact strategy with timely follow-ups and end-to-end ownership.
• Champion a Digital First approach with remote and digital channel adoption.
• Conduct portfolio reviews and KYC updates adhering to Offshore Sales Processes and risk guidelines.
• Provide regular market updates and portfolio analysis to identify client needs and opportunities.

Conocimientos

Relationship management

Client-facing sales

Wealth/banking services

Portfolio management

Interpersonal communication

Mandarin language

Educación

Bachelor’s degree or equivalent

CFMAS examinations completed (RES1B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, CHI, BCP, PGI)

Descripción del empleo

In International Wealth and Premier Banking, we serve41 million customersglobally, including 6.7million who areinternational, from retail customers toultra highnet worth individuals and their families. We help our customersto takecare of their day-to-day finances andto manage, protect and grow their wealth. Our international network and breadth ofexpertiseenable us to deliver on HSBC’s purpose ofopening upa 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 OperatingOffice.

We are currently seeking a high caliber professional to join our team as a Premier 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 inrelationship 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 of Mandarin, with the need to effectively engage Mandarin-speaking clients.

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 regard 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.