Senior Wealth Management Professional

2 weeks ago


Singapur, Singapore HSBC Full time
Unlock Your Potential as a Premier Elite Associate Director

HSBC is seeking a highly skilled and experienced professional to join our Wealth and Personal Banking team as a Premier Elite Associate Director. This role offers a unique opportunity to work with high net worth clients, providing holistic solutions and exceptional service to meet their financial needs.

Key Responsibilities:
  • Collaborate with investment, insurance, and treasury specialists to deliver tailored solutions to our premier clients.
  • Provide regular market updates and recommend wealth management products to meet clients' financial objectives.
  • Perform market analysis to identify potential client leads and opportunities.
  • Offer financial planning and advisory services aligned to clients' needs and investment profiles.
  • Develop and maintain strong relationships with existing clients, identifying opportunities to deepen and delight their experience.
  • Ensure comprehensive coverage of client relationships through engagement, risk profiling, and financial planning.
  • Understand clients' banking and financial needs, recommending suitable solutions to meet these needs.
  • Drive business growth by actively prospecting for new high net worth clients and referrals, leveraging existing networks to generate new business leads.
  • Deliver exceptional client experiences, meeting specific metrics and demonstrating strong problem-solving skills.
Requirements:
  • Strong academic qualifications and over 5 years of experience in Wealth Management, with a proven track record of managing clients' portfolios.
  • Deep understanding of financial markets and investment products.
  • Excellent interpersonal relationship skills, with the ability to work individually and collaborate with stakeholders to meet client needs.
  • 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, able to work independently and in a strong team environment.

The successful candidate will be required to undergo enhanced vetting, subject to local laws. HSBC reserves its position regarding any steps taken in relation to material adverse findings.

To be considered for this role, the relevant rights to work in Singapore are required.



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