Personal Wealth Manager

3 months ago

Singapore HSBC Full time
Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

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 needs-based 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 self-source, 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 behavior 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 self-service 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 minimal 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, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Attend to the operational needs of the branch and business where required by line managers or Branch Director
Customers /Stakeholders
  • Take ownership for the customer’s purpose of visit to HSBC and deliver an effective solution
  • Maintain highest standard of excellence in client service in line with Branch Service Protocol expectations
  • Meet SLAs for all processes where applicable
  • Improve customer experience by collating customer feedback, identifying deficiencies in any area e.g. Operational, administrative, processes and competitiveness of products and services vis-à-vis the market
  • Improve customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback
  • Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback
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 to minimise loss
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
To be considered for this role, the relevant rights to work in Singapore is required.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

  • Wealth Management Specialist

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

  • Wealth Management Professional

    3 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...

  • Wealth Management Growth Hacker

    3 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading global wealth manager, providing personalized and innovative solutions to high net worth individuals and families. With a presence in 13 markets across Asia Pacific, we offer a wide range of financial services, including wealth management, asset management, and private banking.Job...

  • Wealth Director

    3 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

  • Wealth Management Associate

    1 month ago

    Singapore CO Wealth Advisory Full time

    Wealth Management Associate Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and we...

  • Wealth Management Professional

    3 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job Title: Wealth Management ProfessionalBNP Paribas Wealth Management is seeking a highly skilled and experienced Wealth Management Professional to join our team.Key Responsibilities:Contribute to the team's performance, achieving efficiency, risk control, and promoting team spirit and professionalism.Identify, originate, develop, and maintain Wealth...

  • Personal Wealth Manager

    1 month ago

    Singapore HSBC Full time

    Job DescriptionHSBC is seeking a highly skilled and motivated Personal Wealth Manager to join our team. As a key member of our Wealth and Personal Banking division, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to our clients.Key ResponsibilitiesManage customer relationships and provide...

  • Personal Wealth Manager

    4 weeks ago

    Singapore HSBC Full time

    Job DescriptionAt HSBC, we're committed to helping our customers achieve their financial goals. As a Personal Wealth Manager, you'll play a key role in delivering exceptional customer service and providing tailored financial solutions to meet their needs.Key ResponsibilitiesProvide expert advice and guidance to customers on their financial planning and...

  • Wealth Management Professional

    2 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

  • Wealth Management Professional

    2 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

  • Manager, Personal Wealth Manager

    4 days ago

    Singapore UNITED OVERSEAS BANK LIMITED Full time

    Roles & ResponsibilitiesPersonal Financial ServicesWe design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. Be actively involved in...

  • Wealth Investment Advisor

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

  • Wealth Director

    4 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...

  • Senior Wealth Strategist

    3 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

  • Premier Wealth Relationship Manager

    3 months ago

    Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...

  • Wealth Relationship Executive

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job...

  • Sales & Marketing Executive (Wealth Management)

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesYou will participate in sales and marketing activities, and receiving training on sales and wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help achieve...

  • Personal Wealth Executive

    4 weeks ago

    Singapore United Overseas Bank Full time

    Personal Wealth Executive Posting Date: 8 Oct 2024 Location: Singapore, SG Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore...

  • Senior Premier Wealth Relationship Manager

    3 months ago

    Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...

  • Premier Service Manager

    4 weeks ago

    Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...