Wealth Manager

HSBC BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

HSBC Bank (Singapore) Limited is seeking a Wealth Manager to engage clients, advise on financial objectives, and develop wealth preservation and accumulation plans. The role focuses on deepening relationships, recommending investment and insurance solutions, and handling inquiries within service and regulatory SLAs.

The position requires a Diploma/Degree with customer service experience, and new graduates or those with sales experience are welcomed.

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 our Premier Banking.
• Advise and provide recommendations in line 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 and feedback with guidance and SLA expectations.
• Reach out to our client base with assigned contacts and ensure transactions are executed with minimal errors and compliance.

Skills

Customer service

Sales ability

Communication skills

Education

Diploma/Degree

Job description

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 regard 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.

You’ll achieve more at HSBC.

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.

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

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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