Wealth Solutions Advisor & Relationship Manager

HSBC Recruitment; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

HSBC seeks a Wealth Solutions Management Sales role to advise clients on banking, investment and wealth management products. You will build long-term relationships, support business development, and conduct portfolio reviews to optimize client outcomes.

Utilize your client-focused mindset and independence to navigate complex financial needs within a regulated environment, while collaborating with internal teams for seamless service.

Qualifications

• Degree or Diploma in any discipline.
• Excellent communication and interpersonal skills.
• Client-focused with interest in wealth management.
• Sales/advisory or relationship 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 strong client relationships to support business development.
• Conduct portfolio reviews and provide insights for clients.
• Collaborate with internal teams to deliver exceptional client experiences while ensuring regulatory compliance.
• Support sales processes and contribute to achieving targets.

Skills

Communication skills

Interpersonal skills

Self-motivation

Education

Degree or Diploma in any discipline

Job description

HSBC seeks a Wealth Solutions Management Sales role to advise clients on banking, investment and wealth management products. You will build long-term relationships, support business development, and conduct portfolio reviews to optimize client outcomes.

Utilize your client-focused mindset and independence to navigate complex financial needs within a regulated environment, while collaborating with internal teams for seamless service.