Premier Wealth Relationship Manager (Onshore) (Singapore, 01, SG, 048623)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Interpersonal skills","Relationship management","Customer service","Team collaboration"]

Join HSBC's Premier Wealth team to manage onshore high-net-worth clients, providing holistic wealth solutions through collaboration with investment, insurance and treasury specialists. You’ll nurture client portfolios, promote digital channels, deliver market updates, and identify opportunities to deepen relationships and grow Premier balances.

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FursaFursa
HSBC
HSBC
6 months ago

Premier Wealth Relationship Manager (Onshore) (Singapore, 01, SG, 048623)

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Last checked: 14 hours agoStatus: Live

Job Summary

Join HSBC's Premier Wealth team to manage onshore high-net-worth clients, providing holistic wealth solutions through collaboration with investment, insurance and treasury specialists. You’ll nurture client portfolios, promote digital channels, deliver market updates, and identify opportunities to deepen relationships and grow Premier balances.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Work closely with the Wealth Management team (investment, insurance, treasury) to provide holistic solutions to onshore premier clients.
  • •Nurture and activate client portfolios to fund up to Premier Balance.
  • •Encourage and educate clients to adopt a Digital First approach and transition to digital/remote channels for low-value activities.
  • •Provide premier clients with regular market updates and recommend suitable wealth management products based on clients’ needs and investment profiles.
  • •Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions.

Key Requirements

  • •Has strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients' portfolio (Personal/Premier banking).
  • •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.
  • •Outgoing disposition, with good communication and interpersonal skills.
  • •Down to earth and resilient with an entrepreneurial and collaborative mindset, able to work independently and in a team environment.
Experience:Wealth managementBankingPremier banking
Skills:CommunicationInterpersonal skillsRelationship managementCustomer serviceTeam collaboration

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn