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Senior Premier Wealth Relationship Manager

HSBC

Singapore

On-site

SGD 90,000 - 130,000

Full time

2 days ago
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Job summary

A leading global financial institution in Singapore is searching for a Senior Premier Wealth Relationship Manager (Onshore) to join their team. This role requires strong expertise in wealth management to provide tailored financial solutions to premier clients. Responsibilities include developing client relationships, conducting market analysis, and offering exceptional service. The ideal candidate will have proven success in client portfolio management, interpersonal skills, and a strong academic background. The organization promotes a dynamic and diverse work environment.

Benefits

Continuous professional development
Flexible working opportunities

Qualifications

  • Proven track record of managing clients' portfolios.
  • Ability to work independently and in teams.
  • Highly driven to excel in a challenging environment.

Responsibilities

  • Provide holistic solutions to clients with the Wealth Management team.
  • Develop new business through networking and referrals.
  • Deliver market updates and recommend appropriate wealth management products.
  • Conduct market analysis to identify new client leads.
  • Embark on proactive relationship management for customer growth.
  • Understand and address clients' banking needs to enhance client experience.

Skills

Wealth Management knowledge
Financial markets understanding
Interpersonal skills
Communication skills
Entrepreneurial mindset

Education

Strong academic qualifications
Advanced knowledge in Wealth Management
Job description
HSBC – Senior Premier Wealth Relationship Manager (Onshore)

Brand: HSBC

Location: Singapore, 01, SG, 229571

Some careers have more impact than others.

If you’re looking for a career where you can señales a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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 zet. 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 Senior 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 clientsуществует
  • 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
  • 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:
  • Has strong academic qualifications and advance knowledge 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
  • 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".

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

HSBC is committed to Regione 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 pred 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.

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