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HSBC Hiring! Full Time Premier Wealth Relationship Manager (Onshore) in - Ricebowl

Premier Wealth Relationship Manager (Onshore)

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager (Onshore)


In this role you will:

  • Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
  • Focus on nurturing and activating portfolio of clients to fund up to Premier Balance
  • Encourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
  • Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
  • Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
  • Provide financial planning and advisory services aligning to clients’ needs and investment profile
  • Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
  • Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements


To be successful you will:

  • Has strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Personal/Premier banking)
  • Strong understanding of financial markets and investment products
  • Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
  • Outgoing disposition, well-equipped with good communication and interpersonal skills
  • Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
  • Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs

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