Personal Wealth Manager (Singapore, 01, SG, S555958)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: certificationSkills: ["Interpersonal communication","Communication","Customer focus","Adaptability","Sales"]

The Personal Wealth Manager helps clients achieve personal banking and wealth objectives by delivering needs-based advisory and wealth planning using investment and insurance solutions. You’ll build durable client relationships, handle inquiries within SLA, cross-sell HSBC propositions, and manage risk and compliance while expanding the bank’s wealth management footprint in a fast-paced, customer-focused environment.

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FursaFursa
HSBC
HSBC
6 months ago

Personal Wealth Manager (Singapore, 01, SG, S555958)

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Last checked: 14 hours agoStatus: Live

Job Summary

The Personal Wealth Manager helps clients achieve personal banking and wealth objectives by delivering needs-based advisory and wealth planning using investment and insurance solutions. You’ll build durable client relationships, handle inquiries within SLA, cross-sell HSBC propositions, and manage risk and compliance while expanding the bank’s wealth management footprint in a fast-paced, customer-focused environment.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Adopt a needs-based approach to advise and provide recommendations in line with personal banking customers’ financial objectives and their other banking needs
  • •Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
  • •Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA (Service Level Agreement) expectations of Branch Service Protocol, Customer Complaints and other process SLAs
  • •Share HSBC Customer Propositions, encourage customers to deepen relationship and cross-sell other HSBC retail products
  • •Reach out to our client base with customer contacts provided by the bank

Key Requirements

  • •Diploma/Degree qualification with relevant customer service experience
  • •New graduate and/or with proven sales experience is a plus
  • •Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
  • •Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment
  • •Proven ability to assess needs and provide recommendations aligned with customers’ financial objectives
Experience:BankingWealth managementFinancial services
Education:Certification / Diploma
Skills:Interpersonal communicationCommunicationCustomer focusAdaptabilitySales

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