Premier Banking Consultant

3 days ago

Singapore HSBC Full time

Description Premier Banking Consultant Join HSBC's International Wealth and Premier Banking (IWPB) team as a high caliber professional to support our diverse clientele across banking and wealth management services. Responsibilities Proactively manage and deepen relationships with existing offshore clients, building a strong foundation for long-term customer growth Work closely with Wealth Management teams – including investment, insurance and treasury specialists – to deliver holistic financial solutions Nurture and activate client portfolios to grow balances and achieve Premier relationship thresholds Educate and encourage clients to adopt a Digital First approach, promoting the use of remote and digital channels for low-value transactions Conduct regular portfolio reviews, perform KYC updates, and ensure strict adherence to Offshore Sales Processes, Cross Border Guidelines and internal Risk & Compliance frameworks Provide clients with regular market updates, identifying their financial needs and recommending appropriate wealth management solutions Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions Maintain up-to-date knowledge of financial products to tailor solutions that support clients' goals and business growth Qualifications Strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients' portfolio (Premier banking) CFMAS (Capital Markets and Financial Advisory Services) certification is required Strong understanding of financial markets and investment products Strong interpersonal relationship skills to work individually as well as to collaborate with stakeholders to meet client needs Solid knowledge of Premier Banking products, client needs and regulatory requirements including compliance, credit and risk management Fluency in English and Chinese; Cantonese proficiency is an advantage Seniority Level Mid-Senior level Employment Type Full-time Job Function Business Development, Customer Service, and Sales 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

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