Wealth Solutions Consultant/ 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 is one of the world's leading international banks, serving over 40 million customers across 60+ countries and territories. We provide a wide range of banking and wealth management solutions, helping individuals and businesses achieve their financial goals.

Role Description

As a Wealth Solutions Management Sales Roles, you will advise clients on banking, investment, protection, and wealth management solutions tailored to their financial needs. You will build and maintain client relationships, support business development, conduct portfolio reviews, and work closely with internal teams to deliver exceptional client experiences while ensuring regulatory compliance.

Qualifications

• Degree or Diploma in any discipline
• Strong 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