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Senior Wealth Management Professional
2 months ago
Unlock Your Potential in Wealth Management
HSBC is seeking a highly skilled and experienced professional to join our Wealth and Personal Banking team as an Associate Director Premier Elite. This role offers a unique opportunity to work with high net worth clients, providing holistic solutions and expert advice to help them achieve their financial goals.
Key Responsibilities
- Work closely with the Wealth Management team to provide tailored solutions to our high net worth clients
- Conduct market analysis to identify potential client leads and opportunities
- Provide financial planning and advisory services to align with clients' needs and investment profiles
- Develop and maintain strong relationships with clients to deepen and delight their experience
- Ensure comprehensive coverage of all client relationships through engagement, risk profiling, and financial planning
- Recommend suitable solutions to meet clients' banking and financial needs
- Source new business opportunities through proactive relationship management and leveraging existing networks
- Fulfill client needs while providing an exceptional client experience
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 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
The successful candidate will be required to undergo enhanced vetting, subject to local laws. HSBC reserves its position with regards to any steps it may take in relation to any material adverse findings.
To be considered for this role, the relevant rights to work in Singapore are required.