Premier Wealth Relationship Manager

HSBC Global Services Limited; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading global financial services company in Singapore is seeking an experienced Premier Wealth Relationship Manager (Onshore) to manage and grow portfolios of premier clients. The ideal candidate will have strong academic qualifications and a proven track record in Wealth Management, working collaboratively with specialists to offer comprehensive solutions. Responsibilities include providing financial advisory, market updates, and deepening client relationships to deliver exceptional experiences. This role requires a strong understanding of financial markets and outstanding interpersonal skills.

Qualifications

• Proven track record of managing clients’ portfolios in Personal/Premier banking.
• Ability to provide financial planning and advisory services aligned to clients’ needs.
• Expertise in delivering exceptional client experiences.

Responsibilities

• Work closely with Wealth Management team members to provide holistic solutions.
• Nurture and activate a portfolio of clients to meet balance requirements.
• Perform market analysis to identify potential client leads.

Skills

Wealth Management knowledge

Financial markets understanding

Interpersonal relationship skills

Communication skills

Entrepreneurial mindset

Ability to work independently

Education

Strong academic qualifications

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.

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 (Onshore)

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
• Focus on nurturing and activating portfolio of clients to fund up to Premier Balance
• Encourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
• 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

To be successful you will:

• Has strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Personal/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
• 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' personal 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.

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria".

Opening up a world of opportunity

www.hsbc.com/careers

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

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