Wealth Manager

HSBC; Singapore; On-site; SGD 80,000 - 160,000; Full time

Job summary

HSBC Singapore is seeking a Wealth Manager to join our International Wealth and Premier Banking team. You will engage clients, advise on their financial goals, and help upgrade to Premier Banking by delivering tailored wealth solutions.

The role emphasizes building lasting client relationships, providing needs-based investment and insurance guidance, and maintaining compliance with bank policies. Diploma/degree and strong communication skills are required.

Qualifications

• To be successful you will need a Diploma/Degree and relevant customer service experience.
• New graduates and/or those with proven sales experience are 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 and engage customers to deepen relationships and upgrade to Premier Banking.
• Adopt a needs-based approach to advise and provide recommendations aligned with customers' financial objectives.
• Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions.
• Build and entrench customer relationships, manage queries, issues, feedback and complaints with appropriate advice and in line with SLA.

Skills

Customer service

Sales

Interpersonal skills

Adaptability

Communication skills

Education

Diploma/Degree qualification

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make 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 people. 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 Wealth Manager.

In this role you will:

• 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

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.

Opening up a world of opportunity

www.hsbc.com/careers

HSBC is committed to 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 an 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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