Wealth Manager

HSBC Holdings plc; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

HSBC Holdings plc is seeking a customer-focused professional for HSBC Premier propositions in Singapore. You will engage clients, recommend Premier Banking upgrades, and tailor wealth preservation and accumulation plans through investments and insurance solutions.

The role emphasizes building strong client relationships, addressing queries and complaints within SLA, and maintaining risk controls with ethical judgment in every banking interaction.

Qualifications

• Diploma/Degree qualification with relevant customer service experience.
• New graduate and/or with proven sales experience is a plus.
• Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn.
• Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment.

Responsibilities

• Share HSBC Premier Propositions, engage customers to deepen relationship and upgrade to Premier Banking.
• Adopt a needs-based approach to advise and provide recommendations in line with customers’ financial objectives and their other banking needs.
• Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions.
• Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations.
• Reach out to our client base with customer contacts assigned by the bank; ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying compliant.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the bank’s reputation and safeguarding clients and assets.

Skills

Excellent interpersonal and

Communication skills

Adaptability

Willingness to learn

Customer service oriented

Sales driven

Education

Diploma/Degree qualification

Job description

• Share HSBC Premier Propositions, engage customers to deepen relationship and upgrade to our Premier Banking.
• Adopt a needs-based approach to advise and provide recommendations in line with customers’ financial objectives and their other banking needs.
• Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
• Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA (Service Level Agreement) expectations of Branch Service Protocol, Customer Complaints and other process SLAs (Service Level Agreement) as applicable
• Reach out to our client base with customer contacts assigned by the bankEnsure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

To be successful you will need:

• Diploma/Degree qualification with relevant customer service experience
• New graduate and/or with proven sales experience is a plus
• Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
• Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment