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

HSBC
Singapore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Interpersonal skills","Relationship-building","Prospecting","Client advisory"]

Join HSBC in International Wealth and Premier Banking as a Senior Premier Wealth Relationship Manager (Onshore) to manage and grow a client portfolio with premier wealth needs. You will source new business, provide holistic wealth solutions with cross-functional teams, deliver market updates, perform client financial planning, and deepen relationships to drive growth in a dynamic environment.

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FursaFursa
HSBC
HSBC
6 months ago

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

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Last checked: 14 hours agoStatus: Live

Job Summary

Join HSBC in International Wealth and Premier Banking as a Senior Premier Wealth Relationship Manager (Onshore) to manage and grow a client portfolio with premier wealth needs. You will source new business, provide holistic wealth solutions with cross-functional teams, deliver market updates, perform client financial planning, and deepen relationships to drive growth in a dynamic environment.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Work closely with the Wealth Management team (investment, insurance, treasury specialists) to provide holistic solutions to onshore premier clients.
  • •Self-source and develop new business by prospecting for new clients and referrals, leveraging existing networks to generate New to Bank leads.
  • •Provide premier clients with regular market updates and understand their financial needs to recommend wealth management products.
  • •Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions.
  • •Provide financial planning and advisory services aligned to clients’ needs and investment profiles.

Key Requirements

  • •Strong academic qualifications and advanced knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking).
  • •Strong understanding of financial markets and investment products.
  • •Strong interpersonal relationship skills to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
  • •Outgoing disposition, well-equipped with good communication and interpersonal skills.
  • •Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment.
Skills:CommunicationInterpersonal skillsRelationship-buildingProspectingClient advisory

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