Premier Wealth Relationship Manager (Onshore)

HSBC; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible working opportunities

Continuous professional development

Job summary

HSBC in Singapore is seeking a Premier Wealth Relationship Manager to provide holistic solutions to onshore banking premier clients. The role involves nurturing client portfolios, educating clients on a digital-first approach, and performing market analysis to recommend appropriate wealth management products.

The ideal candidate should possess strong academic qualifications and a proven track record in managing clients' portfolios, along with excellent interpersonal and communication skills.

Qualifications

• Proven track record of managing clients' portfolios in Personal/Premier banking.
• Highly driven to excel with strong understanding ofwealth management products.
• Ability to collaborate with stakeholders to meet client needs.

Responsibilities

• Work with Wealth Management team to provide holistic solutions.
• Nurture and activate clients' portfolios to reach Premier balance.
• Provide regular market updates and recommend wealth management products.
• Perform market analysis to identify client leads and opportunities.
• Provide financial planning and advisory services.
• Proactively manage relationships to strengthen customer engagement.

Skills

Wealth Management knowledge

Interpersonal relationship skills

Communication skills

Knowledge of financial markets

Team collaboration

Education

Strong academic qualifications in finance

Job description

Location: Singapore, 01, SG, 048623

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).

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
• 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

Qualifications

• 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.

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 Hongkong and Shanghai Banking Corporation Limited.