Premier Banking Consultant

HSBC
Singapore
Full timeFunction: SalesEducation: bachelorsSkills: ["Relationship management","Client-facing sales","Pipeline management","Communication","Problem-solving","Independent work","Collaboration","Risk awareness"]

Manage and grow relationships with an assigned portfolio of offshore Premier customers by proactively engaging clients, understanding their financial goals, and delivering needs-based deposits, investments, and insurance solutions. Collaborate with Wealth Management specialists to structure holistic recommendations, drive pipeline discipline for Net New Money and AUM growth, and ensure timely follow-ups. Conduct portfolio reviews, KYC updates, and portfolio analysis while applying strict risk and compliance processes and a Digital First client contact approach.

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FursaFursa
HSBC
HSBC
1 day ago

Premier Banking Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Manage and grow relationships with an assigned portfolio of offshore Premier customers by proactively engaging clients, understanding their financial goals, and delivering needs-based deposits, investments, and insurance solutions. Collaborate with Wealth Management specialists to structure holistic recommendations, drive pipeline discipline for Net New Money and AUM growth, and ensure timely follow-ups. Conduct portfolio reviews, KYC updates, and portfolio analysis while applying strict risk and compliance processes and a Digital First client contact approach.
Location: Singapore
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Manage, retain, and deepen relationships with an assigned portfolio of offshore Premier customers to drive long-term engagement and sustainable growth.
  • •Proactively engage clients to understand financial goals and deliver needs-based solutions across deposits, investments, and insurance.
  • •Collaborate with Wealth Management teams (investment, insurance, treasury specialists) to structure holistic solutions and support end-to-end execution.
  • •Drive portfolio growth through disciplined pipeline management to increase relationship balances, deepen wealth penetration, and deliver Net New Money (NNM) and AUM growth.
  • •Perform portfolio reviews and KYC updates and ensure strict adherence to Offshore Sales Processes, Cross Border Guidelines, suitability/appropriateness standards, and internal Risk & Compliance requirements.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •Bachelor’s degree or equivalent professional experience in relationship management, client-facing sales, or wealth/banking services with a track record of performance delivery and pipeline discipline.
  • •Completion and passing of required CFMAS examinations (RES1B/RES5/CM-EIP/CM-SIP/M8/M8A/M9/M9A/CHI/BCP/PGI).
  • •Strong knowledge of Premier Banking, financial markets, and wealth products to conduct meaningful client conversations and identify suitable opportunities.
  • •Demonstrated ability to proactively manage and engage a client portfolio across multiple channels, maintain follow-through, and take ownership of outcomes.
  • •Strong command of KYC, suitability/appropriateness, compliance, credit, risk management, and cross-border requirements, plus strong interpersonal and problem-solving skills.
Education:Bachelor's
Skills:Relationship managementClient-facing salesPipeline managementCommunicationProblem-solvingIndependent workCollaborationRisk awareness
Certifications:CFMAS RES1BCFMAS RES5CFMAS CM-EIPCFMAS CM-SIPCFMAS M8CFMAS M8ACFMAS M9CFMAS M9ACFMAS CHICFMAS BCPCFMAS PGI
Languages:Mandarin

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