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Elite Financial Director

2 months ago

Singapore HSBC Full time
Premier Elite Associate Director

This position offers a unique opportunity to excel in the field of Wealth Management. The successful candidate will be responsible for providing holistic solutions to high net worth clients, delivering regular market updates and recommending suitable wealth management products.

Main Responsibilities:
  • Client Relationship Management: Work closely with the Wealth Management team to provide exceptional service to premier clients, including providing regular market updates and understanding their financial needs.
  • Market Analysis: Conduct continuous market analysis to identify potential client leads and opportunities.
  • Financial Planning: Provide financial planning and advisory services tailored to HNW clients' needs and investment profiles.
  • Relationship Building: Foster strong relationships with existing customers through proactive engagement, risk profiling, and financial planning.
  • Coverage and Engagement: Ensure comprehensive coverage of all relationships through client engagement, risk profiling, and financial planning.
Requirements:
  • Qualifications: Strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolios.
  • Financial Markets Knowledge: In-depth understanding of financial markets and investment products.
  • Interpersonal Skills: Excellent interpersonal relationship skills to collaborate with stakeholders and meet the needs of clients.
  • Entrepreneurial Mindset: Highly driven, entrepreneurial, and collaborative individual who can thrive in a challenging environment.

The estimated salary for this role is SGD $120,000 - $180,000 per annum, depending on experience. As an HSBC employee, you'll have access to a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We're committed to building a diverse and inclusive workplace where everyone feels valued and respected. If you're passionate about Wealth Management and want to take your career to the next level, apply now