Premier Wealth Director – Onshore

HSBC

Singapore

On-site

SGD 120,000 - 180,000

Full time

2 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

HSBC in Singapore seeks an Associate Director, Premier Elite (Onshore) to lead wealth management delivery for premier clients onshore. You will collaborate with investment, insurance, treasury specialists to offer holistic solutions and actively source new business through your network to generate New to Bank leads.

You will provide ongoing market updates, perform market analysis, and deliver tailored financial planning and advisory services.

Qualifications

Strong academic qualifications and advanced knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking).
Strong understanding of financial markets and investment products.
Strong interpersonal relationship skills to work individually and with stakeholders.

Responsibilities

Work with Wealth Management team to provide holistic solutions for onshore Premier clients.
Self-source and develop new business; prospect for new clients and referrals to generate New-to-Bank leads.
Collaborate with wealth corporate account manager to acquire EBS clients.
Provide premier clients with regular market updates and tailored wealth management recommendations.
Perform market analysis to identify client leads and opportunities; ensure portfolio quality.
Provide financial planning and advisory services aligned to clients’ needs and risk profile.
Proactively manage relationships to deepen client engagement and grow the book.
Understand clients’ banking needs and recommend suitable solutions for an exceptional HSBC experience.