Wealth Manager - Premier Banking & Planning

HSBC; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

HSBC is seeking a Wealth Manager to join our team in Singapore. You will share HSBC Premier Propositions, engage clients to deepen relationships, and guide them toward Premier Banking.

This role requires a needs-based advisory approach and the development of wealth plans using investment and insurance solutions. You will build strong client relationships, handle queries, and ensure transactions align with compliance and SLA expectations, while actively managing risk and upholding ethical

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.
• 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

Skills

Excellent interpersonal communication

Sales experience

Adaptability

Education

Diploma/Degree qualification

Job description

HSBC is seeking a Wealth Manager to join our team in Singapore. You will share HSBC Premier Propositions, engage clients to deepen relationships, and guide them toward Premier Banking.

This role requires a needs-based advisory approach and the development of wealth plans using investment and insurance solutions. You will build strong client relationships, handle queries, and ensure transactions align with compliance and SLA expectations, while actively managing risk and upholding ethical