Premier Wealth Relationship Manager (Offshore)

HSBC Global Services Limited; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading global financial services company is looking for a Premier Wealth Relationship Manager to manage and grow relationships with premier clients. The successful candidate will possess strong academic qualifications in Wealth Management and an understanding of financial markets. This role offers a dynamic environment to excel in client management and business development, ensuring exceptional banking experiences for customers.

Qualifications

• Proven track record of managing clients’ portfolios in Premier Banking.
• Strong understanding of investment products.
• Ability to work independently and in a team.

Responsibilities

• Work with the Wealth Management team to provide holistic solutions.
• Develop new business by actively prospecting for clients.
• Provide clients with market updates and financial recommendations.

Skills

Understanding of financial markets

Interpersonal relationship skills

Communication skills

Financial planning and advisory

Education

Strong academic qualifications in Wealth Management

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 Premier Wealth Relationship Manager (Offshore).

Principal Responsibilities

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Work closely and collaboratively with wealth corporate account manager to acquire EBS clients
• Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

Qualifications

• The successful candidate has strong academic qualifications and good understanding 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 be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Highly driven and possess the ability to succeed within a challenging environment
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' premier banking and wealth management needs

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.

Opening up a world of opportunity

www.hsbc.com/careers