Wealth Management Advisor | Grow Clients’ Futures

HSBC BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A leading international bank in Singapore is seeking a skilled Personal Wealth Manager to provide tailored financial advice and solutions. The candidate will be responsible for building strong customer relationships, implementing wealth management plans, and ensuring compliance with banking standards. Ideal applicants should possess a diploma or degree, strong communication skills, and a passion for customer service and sales. This role enables professionals to thrive in a dynamic banking environment.

Benefits

Continuous professional development

Flexible working opportunities

Inclusive and diverse environment

Qualifications

• Success will depend on customer service experience and communication skills.
• New graduates with proven sales experience are also welcomed.
• Candidates should be highly driven to excel in a fast-paced environment.

Responsibilities

• Advise clients based on their financial objectives and needs.
• Develop wealth preservation and accumulation plans.
• Manage customer relationships and resolve inquiries effectively.
• Promote and cross-sell HSBC retail products to deepened relationships.
• Ensure compliance with operational transactions and audit guidelines.
• Assess risks in decision-making to safeguard the firm and clients.

Skills

Excellent interpersonal and communication skills

Customer service experience

Sales experience

Adaptability and willingness to learn

Education

Diploma/Degree qualification

Job description

A leading international bank in Singapore is seeking a skilled Personal Wealth Manager to provide tailored financial advice and solutions. The candidate will be responsible for building strong customer relationships, implementing wealth management plans, and ensuring compliance with banking standards. Ideal applicants should possess a diploma or degree, strong communication skills, and a passion for customer service and sales. This role enables professionals to thrive in a dynamic banking environment.