Wealth Solutions Manager

HSBC Recruitment; Singapore; On-site; SGD 90,000 - 140,000; Full time

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.

Skills

Communication skills

Interpersonal skills

Sales/Advisory experience

Independent work

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 Manager, 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
• Singapore Citizens and Singapore Permanent Residents (PRs) are encouraged to apply