Premier Wealth Relationship Consultant

3 weeks ago


Singapore HSBC Full time
Role Overview

At HSBC, we're committed to helping our clients achieve their financial goals. As a Premier Wealth Relationship Manager, you'll play a key role in delivering exceptional service and building long-term relationships with our high-net-worth clients.

Key Responsibilities
  • Nurture and activate client portfolios to achieve Premier Balance.
  • Educate clients on digital banking solutions and minimize in-branch activities.
  • Work closely with the Wealth Management team to provide holistic solutions to clients.
  • Provide regular market updates and recommend wealth management products.
  • Offer financial planning and advisory services aligned with clients' needs.
  • Embark on proactive relationship management to strengthen relationships with existing customers.
  • Ensure comprehensive coverage of all client relationships through engagement, risk profiling, and financial planning.
  • Understand clients' banking and financial needs and recommend suitable solutions.

Compliance and Risk Management
  • Ensure strict adherence to KYC/AML and other compliance norms.
  • Assess risk when making business decisions and demonstrate consideration for the firm's reputation and safeguarding the bank, its clients, and assets.

Requirements
  • Strong academic qualifications and over 1 year of work experience in Wealth Management with a proven track record of managing client portfolios.
  • Strong understanding of financial markets and investment products.
  • Excellent interpersonal relationship skills to work individually and collaborate with stakeholders.
  • Highly driven and able to succeed in a challenging environment.
  • Outgoing disposition with good communication and interpersonal skills.
  • Down-to-earth and resilient individual with an entrepreneurial and collaborative mindset.
  • Highly driven to excel and thrive in a challenging environment.



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