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

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Interpersonal skills","Communication","Driven","Teamwork"]

Senior Premier Wealth Relationship Manager (Offshore) will source and manage high-net-worth clients, delivering holistic wealth management solutions through collaboration with investment, insurance and treasury specialists. You’ll build new business, deepen existing relationships, provide market updates and financial planning, and tailor wealth products to client needs, while working closely with onshore premier banking teams to grow HSBC’s offshore wealth portfolio.

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HSBC
HSBC
6 months ago

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

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Last checked: 14 hours agoStatus: Live

Job Summary

Senior Premier Wealth Relationship Manager (Offshore) will source and manage high-net-worth clients, delivering holistic wealth management solutions through collaboration with investment, insurance and treasury specialists. You’ll build new business, deepen existing relationships, provide market updates and financial planning, and tailor wealth products to client needs, while working closely with onshore premier banking teams to grow HSBC’s offshore wealth portfolio.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Manager level

Key Responsibilities

  • •Collaborate with wealth management team (investment, insurance, treasury specialists) to provide holistic solutions to onshore banking premier clients
  • •Self-source and develop new business by prospecting for new clients and referrals, leveraging existing network to generate New to Bank leads
  • •Work closely with wealth corporate account manager to acquire EBS clients
  • •Provide premier clients with regular market updates and recommend wealth management products aligned to clients’ financial needs
  • •Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad base of solutions

Key Requirements

  • •Strong academic qualifications with advanced knowledge in Wealth Management and a proven track record of managing clients’ portfolios (Premier banking)
  • •Strong understanding of financial markets and investment products
  • •Strong interpersonal relationship skills to work both independently and with stakeholders to meet client needs
  • •Highly driven and entrepreneurial, with the ability to succeed in a challenging environment and excellent communication skills
  • •Down to earth and resilient, able to work independently and in a strong team environment, with a collaborative mindset
Experience:BankingWealth managementFinancial services
Education:Bachelor's
Skills:Interpersonal skillsCommunicationDrivenTeamwork

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