Premier Wealth Relationship Manager (Onshore)

HSBC Holdings plc; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

HSBC Holdings plc in Singapore seeks a Wealth Management Premier Client Advisor to serve onshore Premier clients, delivering holistic wealth management solutions and proactive relationship management. The role emphasizes nurturing portfolios and transitioning clients to digital and remote channels, minimizing in-branch activity while maintaining exceptional service.

The successful candidate will possess strong wealth management knowledge, market insight, and the ability to tailor strategies to

Qualifications

• Experience managing Personal/Premier banking portfolios.
• Knowledge of wealth management products.
• Understanding of financial markets.

Responsibilities

• Provide holistic wealth management solutions to Premier clients.
• Nurture and activate client portfolios to fund up to Premier Balance.
• Educate clients to adopt a Digital First approach with focus on minimizing in-branch activities while transitioning to digital and remote channels.
• Provide premier clients with regular market updates and recommend wealth products.
• Perform market analysis to identify client leads and opportunities.
• Provide financial planning aligned to clients’ needs and investment profiles.
• Embarking on proactive relationship management to strengthen and deepen relationships with existing customers.
• Understand customers’ banking and financial needs and recommend suitable solutions in line with HSBC standards.

Skills

Interpersonal skills

Communication skills

Team collaboration

Entrepreneurial mindset

Resilience

Client relationship

Education

Strong academic qualifications in Wealth Management

Job description

• 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