Current jobs related to Personal Wealth Manager - Singapore - HSBC

  • Wealth Management Consultant

    3 weeks ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...

  • Wealth Management Professional

    4 weeks ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    Elite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...

  • Elite Wealth Management Consultant

    3 weeks ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    We are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...

  • Wealth Management Expert

    4 weeks ago

    Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    About ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...

  • Wealth Management Intern

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • Elite Wealth Management Professional

    2 months ago

    Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

  • Wealth Management Specialist

    4 weeks 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 Specialist

    2 weeks 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...

  • Personal wealth manager

    3 weeks ago

    Singapore HSBC BANK Full time

    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. In...

  • (Hybrid) Wealth Management Intern

    4 months ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • Indosuez Wealth Management | Client Service Officer

    2 weeks ago

    Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

  • Sales Development Representative

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Wealth Asia LLP is seeking a motivated Sales and Business Development Executive to join our team in Singapore. This role offers a unique opportunity to develop your business acumen, build relationships with high-net-worth individuals, and drive revenue growth.Job Description:Salary: SGD 50,000 - SGD 80,000 per annum, depending on experience, plus high...

  • Business Development Manager

    3 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Job Description:We are seeking a highly motivated and experienced Business Development Manager to join our team at WEALTH ASIA LLP. This role offers a unique opportunity to work in the wealth advisory and consulting industry, driving sales growth and expansion strategies.Key Responsibilities:Develop and implement business development strategies focused on...

  • Manager, Personal Wealth Manager

    2 months 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...

  • Strategic Wealth Accumulation Specialist

    3 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...

  • Key Player in Wealth Management Expansion

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Wealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...

  • Manager, Personal Wealth Manager

    18 hours 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

    2 weeks 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 Investment Advisor

    2 months 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...

  • Strategic Wealth Advisor

    4 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Wealth Investment AdvisorAre you a results-driven individual seeking a dynamic career in wealth management?About the Role:Drive client acquisition and retention through exceptional sales and customer service skills. Collaborate with partners to deliver comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate...

Personal Wealth Manager

1 month 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.

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

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 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 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 eg. 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.