Wealth Solutions Advisor - Client Growth & Planning

HSBC Recruitment

Singapore

On-site

SGD 90,000 - 140,000

Full time

5 hours ago

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Job summary

HSBC in Singapore seeks a Wealth Solutions Manager to advise clients on banking, investment, protection, and wealth management solutions tailored to their financial needs. You will establish and nurture client relationships, support business development, and perform portfolio reviews.

Collaboration with internal teams ensures exceptional service and regulatory compliance. This client-facing role rewards a proactive sales mindset and independent work ethic, with opportunities to contribute to

Qualifications

Degree or Diploma in any discipline.
Excellent communication and interpersonal skills.
Client-focused with an interest in wealth management.
Sales, advisory or relationship management experience is an advantage.
Self-motivated and able to work independently.

Responsibilities

Advise clients on banking, investment, protection and wealth management solutions tailored to their financial needs.
Build and maintain client relationships to support business development.
Conduct portfolio reviews and provide insights for client portfolios.
Collaborate with internal teams to deliver exceptional client experiences while adhering to regulatory requirements.
Support ongoing client servicing and ensure compliance with HSBC policies.