Associate Director, Premier Elite (Onshore) (Singapore, 01, SG, 229571)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Executive & General ManagementSkills: ["Relationship building","Communication","Collaboration","Self-sourcing","Resilience"]

Lead client acquisition and portfolio management for onshore Premier banking customers by prospecting for new relationships and referrals. Partner with Wealth Management specialists and a wealth corporate account manager to acquire EBS clients, deliver regular market updates, and understand client needs. Perform market analysis to identify opportunities, provide financial planning and advisory aligned to client investment profiles, and continuously strengthen relationships to drive customer growth and an exceptional client experience.

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FursaFursa
HSBC
HSBC
4 hours ago

Associate Director, Premier Elite (Onshore) (Singapore, 01, SG, 229571)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Lead client acquisition and portfolio management for onshore Premier banking customers by prospecting for new relationships and referrals. Partner with Wealth Management specialists and a wealth corporate account manager to acquire EBS clients, deliver regular market updates, and understand client needs. Perform market analysis to identify opportunities, provide financial planning and advisory aligned to client investment profiles, and continuously strengthen relationships to drive customer growth and an exceptional client experience.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Work closely with Wealth Management specialists to provide holistic solutions to onshore Premier clients.
  • •Self-source and develop new business by prospecting for clients and referrals and leveraging existing networks for New to Bank leads.
  • •Collaborate with a wealth corporate account manager to acquire EBS clients.
  • •Provide regular market updates and make recommendations on appropriate wealth management products aligned to client needs.
  • •Conduct market analysis to identify leads and opportunities, and deliver financial planning and advisory services based on clients’ investment profiles.

Key Requirements

  • •Advanced knowledge in Wealth Management with a proven track record managing Premier clients’ portfolios.
  • •Strong understanding of financial markets and investment products.
  • •Ability to build and maintain relationships independently and collaboratively with stakeholders.
  • •Highly driven, outgoing, and able to succeed in a challenging environment with strong communication and interpersonal skills.
  • •Entrepreneurial, resilient mindset with the ability to work independently and in a strong team environment.
Experience:Wealth managementPremier banking
Skills:Relationship buildingCommunicationCollaborationSelf-sourcingResilience

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