Premier Wealth RM (Onshore) - Digital-First

HSBC

Singapore

On-site

SGD 120,000 - 180,000

Full time

8 days ago

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Job summary

HSBC Singapore is seeking a Premier Wealth Relationship Manager (Onshore) to serve high-net-worth clients with holistic wealth solutions. You will work with investment, insurance, and treasury specialists to tailor portfolios and promote a digital-first approach to client interactions.

You will proactively manage relationships, deliver market updates, assess clients’ investment profiles, and identify growth opportunities while aligning to HSBC standards.

Qualifications

  • Strong academic qualifications with knowledge in Wealth Management.
  • Proven track record of managing clients’ portfolios (Personal/Premier banking).
  • Strong understanding of financial markets and investment products.

Responsibilities

  • Work closely with Wealth Management team to provide holistic solutions to onshore premier clients.
  • Nurture and activate client portfolios to fund Premier Balance.
  • Encourage a Digital First approach, reducing in-branch activities and promoting digital channels.
  • Provide market updates and tailor wealth management products to client needs.

Skills

Wealth management
Portfolio management
Financial markets
Relationship management
Communication skills

Job description

HSBC Singapore is seeking a Premier Wealth Relationship Manager (Onshore) to serve high-net-worth clients with holistic wealth solutions. You will work with investment, insurance, and treasury specialists to tailor portfolios and promote a digital-first approach to client interactions.

You will proactively manage relationships, deliver market updates, assess clients’ investment profiles, and identify growth opportunities while aligning to HSBC standards.

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