Personal Wealth Manager

3 weeks ago

Singapore HSBC Full time

  • Job description

Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.


HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth.

This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

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 in line with Branch Service Protocol expectations
  • Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicable
  • Adopt a needsbased approach to provide recommended solutions for retail banking and general insurance products to meet customer's financial needs
  • Provide financial planning and advisory services aligning to clients' needs and investment profile
  • Demonstrate strong ability to selfsource, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
  • Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
  • Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBC
  • Be a digital banking champion through promoting and educating our customers in using selfservice channels such as Internet Banking, Phone Banking and Automated Teller Machines
  • Respond to customers' queries on home loan and other international banking needs and refer them to the right channels as appropriate
  • Ensure data entry and operational transactions are executed expeditiously, with mínimal errors and in compliance with audit and statutory guidelines
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 and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy,

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