Premier Wealth Relationship Manager (Offshore)

HSBC Holdings plc; Singapore; On-site; SGD 90,000 - 180,000; Full time

Job summary

HSBC Holdings plc in Singapore is seeking an experienced Premier Wealth Relationship Manager (Offshore) to deliver holistic wealth solutions for onshore premier clients. You will proactively source new business, collaborate with cross-functional teams, and provide market insights tailored to clients’ investment goals.

The role emphasizes strong client relationships, deep knowledge of wealth products, and the ability to work independently within a dynamic banking environment.

Qualifications

• Wealth management experience with Premier Banking.
• Strong understanding of financial markets and investment products.
• Excellent interpersonal skills and ability to work independently and in teams.

Responsibilities

• Provide holistic wealth solutions to premier clients in Singapore.
• Self-source and develop new business, leveraging networks for NTB leads.
• Collaborate with wealth corporate account managers to acquire EBS clients.
• Provide market updates and tailor recommendations to clients’ investment needs.
• Perform market analysis to identify client leads and opportunities.
• Offer financial planning and advisory services aligned to clients’ profiles.
• Proactively manage relationships to deepen client engagement and growth.
• Understand clients’ banking needs and recommend suitable solutions.

Skills

Wealth management

Relationship mgmt

Prospecting

Client onboarding

Education

Finance-related degree

Job description

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 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.

You’ll achieve more at 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.

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

Issued by The Hongkong and Shanghai Banking Corporation Limited

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