Wealth Advisor: Strategy, Growth & Client Care

HSBC; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global bank in Singapore is seeking a Personal Wealth Manager to advise clients on their financial objectives and provide tailored banking solutions. You will develop wealth preservation and accumulation plans while managing customer relationships and ensuring compliance with service standards. Ideal candidates possess a diploma/degree and strong interpersonal skills to thrive in a fast-paced environment.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse work environment

Qualifications

• Diploma/Degree qualification with relevant customer service experience.
• New graduate and/or with proven sales experience is a plus.
• Highly driven to excel in both customer service and sales.

Responsibilities

• Advise on personal banking customers’ financial objectives.
• Develop and implement wealth preservation and accumulation plans.
• Manage customer queries and ensure compliance with SLAs.
• Encourage customers to deepen relationships and cross-sell products.

Skills

Excellent interpersonal and communication skills

Customer service experience

Sales experience

Adaptability

Driven to excel

Education

Diploma/Degree qualification

Job description

A leading global bank in Singapore is seeking a Personal Wealth Manager to advise clients on their financial objectives and provide tailored banking solutions. You will develop wealth preservation and accumulation plans while managing customer relationships and ensuring compliance with service standards. Ideal candidates possess a diploma/degree and strong interpersonal skills to thrive in a fast-paced environment.