Wealth Manager (Singapore, 01, SG, 229571)

HSBC
Singapore
Full timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Interpersonal skills","Communication","Adaptability","Customer focus","Sales drive"]

Drive customer relationships within HSBC Premier by sharing Premier propositions, engaging clients, and recommending solutions aligned to their financial objectives. Use a needs-based approach to build wealth preservation and accumulation plans through investment and insurance offerings. Manage customer queries, issues, feedback, and complaints with SLA-aligned service, while ensuring sales and operational transactions are accurate, compliant, and supported by sound ethical judgment and risk assessment.

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HSBC
HSBC
1 day ago

Wealth Manager (Singapore, 01, SG, 229571)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Drive customer relationships within HSBC Premier by sharing Premier propositions, engaging clients, and recommending solutions aligned to their financial objectives. Use a needs-based approach to build wealth preservation and accumulation plans through investment and insurance offerings. Manage customer queries, issues, feedback, and complaints with SLA-aligned service, while ensuring sales and operational transactions are accurate, compliant, and supported by sound ethical judgment and risk assessment.
Location: Singapore
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.
  • •Advise and provide recommendations using a needs-based approach aligned to customers’ financial objectives and banking needs.
  • •Develop and implement wealth preservation and wealth accumulation plans using investment and insurance solutions.
  • •Build and entrench customer relationships; manage customer queries, issues, feedback, and complaints within SLA expectations.
  • •Execute sales and operational transactions expeditiously and with minimal errors while staying within compliance, audit, statutory guidelines, and risk controls.

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 customer service and sales in a focused, fast-paced environment.
Education:Bachelor's
Skills:Interpersonal skillsCommunicationAdaptabilityCustomer focusSales drive

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