Premier Banking Consultant

HSBC; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

HSBC is seeking a Premier Banking Consultant in Singapore to manage a portfolio of offshore Premier clients and deliver tailored wealth and banking solutions across deposits, investments and insurance. You will collaborate with Wealth Management teams to structure holistic solutions and drive Net New Money growth.

Strong relationship management, Mandarin proficiency and disciplined pipeline management, KYC, and compliance are essential, with focus on digital channels and client-centric service.

Qualifications

• 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 of Mandarin, with the need to effectively engage Mandarin-speaking clients.

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 knowledge

Mandarin language

Communication skills

Problem solving

KYC knowledge

Cross-border compliance

Portfolio management

Education

Bachelor's degree

Tools

CRM software

Job description

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. For more information about the enhanced vetting for this role please contact the recruiter for this role.

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.