Personal Wealth Manager

4 weeks ago

Singapore HSBC BANK (SINGAPORE) LIMITED Full time

We are currently seeking a high calibre professional to join our team as a Personal Wealth Manager.

Principal Responsibilities

  • Maintain customer service excellence, greeting and serving our customers
  • Manage customer queries and feed back with appropriate advice
  • Provide recommended solutions for retail banking and general insurance products to meet customer's financial needs
  • Ability to self-source, develop new business by actively prospecting for new clients and referrals
  • Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers
  • Be a digital banking champion through promoting and educating our customers in using self-service channels
  • Ensure data entry and operational transactions are executed expeditiously

Compliance, Risk & Control

  • Ensure that KYC/AML and other compliance norms are strictly adhere to
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation

Customers /Stakeholders

  • Take ownership for the customer’s purpose of visit to HSBC
  • Maintain highest standard of excellence in client service
  • Improve customer experience by collating customer feedback
  • Improve customer experience in processes, systems, operations and administration without comprising on business risks

Business Processes

  • Ensure that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
  • Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action

Requirements

  • Diploma/Degree qualification with relevant customer service experience
  • New graduate and/or with proven sales experience is a plus
  • Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
  • Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

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