Premier Wealth Relationship Manager (Offshore)

HSBC BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HSBC Bank (Singapore) Limited is seeking a Premier Wealth Relationship Manager (Offshore) to deliver holistic wealth solutions for our premier clients. You will collaborate with investment, insurance, and treasury specialists to tailor advice and build lasting client relationships in a fast-paced wealth management environment.

The role emphasizes proactive client sourcing, market updates, and delivering tailored financial planning aligned with client profiles, with opportunities to grow within a

Qualifications

• Experience in Premier Banking or wealth management preferred.
• Strong understanding of financial markets and investment products.
• Excellent relationship-building and communication skills.

Responsibilities

• Collaborate with Wealth Management team to provide holistic solutions for onshore premier clients.
• Prospect for new clients and referrals, leveraging existing network to generate New to Bank leads.
• Work with wealth corporate accounts manager to acquire EBS clients.
• Provide market updates and tailor wealth management recommendations to client needs.

Skills

Wealth management knowledge

Financial markets understanding

Interpersonal skills

Prospecting / self-sourcing

Communication skills

Team collaboration

Entrepreneurial mindset

Job description

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

InInternational 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 ourcustomers 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 openingup 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 keyareas 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).

In this role you will

• 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, endeavouring 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

To be successful you will need

• 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.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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 HSBC Bank (Singapore) Limited.