Wealth Manager (Singapore, 01, SG, S555958)

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Interpersonal skills","Communication","Adaptability","Customer service","Compliance awareness"]

Serve HSBC Premier customers by deepening relationships and offering needs-based wealth, investment, and insurance recommendations aligned to customer objectives. Build and execute wealth preservation and accumulation plans, address customer queries, issues, feedback, and complaints in line with SLAs, and ensure sales/operational transactions are accurate and timely. Assess and manage risk, demonstrate ethical conduct, and escalate, manage, and report control issues with transparency while meeting compliance requirements.

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FursaFursa
HSBC
HSBC
23 hours ago

Wealth Manager (Singapore, 01, SG, S555958)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Serve HSBC Premier customers by deepening relationships and offering needs-based wealth, investment, and insurance recommendations aligned to customer objectives. Build and execute wealth preservation and accumulation plans, address customer queries, issues, feedback, and complaints in line with SLAs, and ensure sales/operational transactions are accurate and timely. Assess and manage risk, demonstrate ethical conduct, and escalate, manage, and report control issues with transparency while meeting compliance requirements.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Share HSBC Premier propositions, engage customers to deepen relationships, and support upgrades to Premier Banking.
  • •Adopt a needs-based approach to advise customers and provide recommendations aligned to their financial objectives and banking needs.
  • •Develop and implement wealth preservation and wealth accumulation plans using investment and insurance solutions.
  • •Manage customer queries, issues, feedback, and complaints in line with SLA expectations and Branch Service Protocol.
  • •Ensure sales and operational transactions are executed expeditiously with minimum errors, assess risk, and comply with applicable laws, rules, regulations, and policy; escalate and manage control issues transparently.

Key Requirements

  • •Diploma/Degree qualification with relevant customer service experience.
  • •New graduate and/or proven sales experience is a plus.
  • •Excellent interpersonal and communication skills with adaptability and willingness to learn.
  • •Highly driven to excel in both customer service and sales in a focused, fast-paced environment.
  • •Ability to undergo enhanced vetting and pass additional recruitment checks as required by local laws.
Skills:Interpersonal skillsCommunicationAdaptabilityCustomer serviceCompliance awareness

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