Premier Wealth Relationship Manager (Offshore) (Singapore, 01, SG, 229571)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Interpersonal skills","Relationship building","Collaboration","Resilience"]

Manage relationships with HSBC premier banking clients offshore by understanding their banking and financial needs and providing tailored wealth management solutions. Partner with Wealth Management specialists and collaborate with wealth corporate account managers to acquire new clients. Drive new-to-bank lead generation through prospecting, referrals, and market analysis, while delivering regular market updates and providing financial planning and advisory aligned to clients’ profiles.

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FursaFursa
HSBC
HSBC
2 days ago

Premier Wealth Relationship Manager (Offshore) (Singapore, 01, SG, 229571)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Manage relationships with HSBC premier banking clients offshore by understanding their banking and financial needs and providing tailored wealth management solutions. Partner with Wealth Management specialists and collaborate with wealth corporate account managers to acquire new clients. Drive new-to-bank lead generation through prospecting, referrals, and market analysis, while delivering regular market updates and providing financial planning and advisory aligned to clients’ profiles.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide holistic wealth management solutions to onshore banking premier clients in collaboration with investment, insurance, and treasury specialists.
  • •Self-source and develop new business by prospecting for clients and referrals and leveraging existing networks to generate New to Bank leads.
  • •Collaborate with wealth corporate account managers to acquire EBS clients.
  • •Deliver regular market updates, understand client financial needs, and recommend suitable wealth management products.
  • •Perform market analysis to identify client leads and opportunities, maintain portfolio quality, and provide financial planning and advisory aligned to client needs.

Key Requirements

  • •Strong academic qualifications and a strong understanding of wealth management with proven experience managing clients’ portfolios (Premier Banking).
  • •Strong understanding of financial markets and investment products.
  • •Demonstrated interpersonal relationship skills to work independently and collaborate with stakeholders.
  • •Outgoing, highly driven individual with strong communication and interpersonal skills.
  • •Resilient, entrepreneurial mindset with the ability to succeed in a challenging environment while meeting premier banking and wealth management needs.
Experience:Wealth managementPremier bankingFinancial services
Skills:CommunicationInterpersonal skillsRelationship buildingCollaborationResilience

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