HSBC Recruitment Hiring! Full Time Wealth Solutions Consultant-Manager in - Ricebowl

Company Description HSBC is a global financial services organization serving more than 40 million customers, from individual savers and investors to large corporations and governments. With a network spanning 64 countries and territories, the bank leverages its international scale and expertise to create opportunities for clients and communities worldwide. HSBC is listed on the London, Hong Kong, New York, Paris, and Bermuda stock exchanges, reflecting its strong global presence. The organization is committed to delivering sustainable growth and value while supporting the financial goals of its diverse customer base.

Role Description This is a full-time, on-site Wealth Solutions Consultant/Manager role based in Singapore. The role focuses on providing wealth planning and investment solutions to clients, working closely with internal partners to identify client needs and recommend suitable products and strategies. Day-to-day responsibilities include conducting financial needs analyses, preparing and presenting proposals, and supporting presales activities such as product demonstrations and solution walkthroughs. The Wealth Solutions Consultant/Manager will monitor portfolio performance, ensure alignment with clients’ goals and risk profiles, and keep clients informed of market developments and product opportunities. The role also involves collaborating with product, risk, and compliance teams to meet regulatory standards, supporting implementation of wealth initiatives, and contributing to sales campaigns and training sessions for frontline teams.

Qualifications

• Strong Consulting and Presales skills to understand client needs, design tailored wealth solutions, and support solution presentations and proposals.
• Proven Sales capabilities, including relationship-building, opportunity management, and achieving revenue and penetration targets in a wealth or investment environment.
• Well-developed Analytical Skills to interpret client data, assess risk profiles, analyze market trends, and evaluate product suitability and performance.
• Project Management experience to coordinate cross-functional initiatives, support product rollout, and ensure timely delivery of client and internal projects.
• Relevant experience in wealth management, private banking, or investment advisory, preferably within a global or regional financial institution.
• Solid understanding of investment, insurance, and structured products, as well as financial planning concepts and risk management principles.
• Excellent communication and presentation skills, with the ability to explain complex financial solutions in clear, client-friendly language.
• Ability to work collaboratively with relationship management, product, and compliance teams in a fast-paced, client-focused environment.
• Recognized professional qualifications in finance, wealth management, or investments (e.g., CFA, CFP, CIWM) and/or a degree in Finance, Business, Economics, or a related field are advantageous.
• Familiarity with local regulatory requirements in Singapore and adherence to high ethical and professional standards.