Personal Wealth Manager

4 days ago


Singapore HSBC Full time

**Some careers have more impact than others.**

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking a high calibre professional to join our team as a **Personal Wealth Manager - Wealth and Personal Banking.**

**Principal Responsibilities**
- Adopt the needs-based approach to provide recommendations and solutions to meet customers personal banking needs
- Develop and implement wealth preservation and wealth accumulation plans using insurance solutions
- Build and entrench customer relationships
- Reach out to our client base with customer contacts provided by the bank
- Ensure all operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines

Requirements

**Requirements**:

- Relevant experience in a similar field
- Excellent interpersonal and communication skills coupled with adaptability and willingness to learn
- Highly driven to excel in a focused and fast paced environment
- Accreditation in CHI and CMFAS Modules 1, 5, 6, 6A, 8, 8A, 9 and 9A will be advantageous
- A minimum degree from a recognized institution

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

**You’ll achieve more when you join HSBC.**

Issued by The Hongkong and Shanghai Banking Corporation Limited.


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