Work Style
Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.
We are currently seeking a high calibre professional to join our team as a Wealth Management Specialist.
Principal Responsibilities
* Working closely with other members of the Wealth Management team, such as investment, insurance, and treasury specialists to provide holistic solutions to our onshore banking High Net Worth premier clients.
* Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly.
* Perform continuous market analysis to identify potential client leads and opportunities.
* Provide financial planning and advisory services aligning to HNW clients’ needs and investment profile.
* Embark on proactive relationship management to strengthen, deepen, and delight client relationships with existing customers, hence building a strong foundation for customer growth.
* Ensure coverage of all relationships through client engagement, risk profiling, and financial planning.
* Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs.
* Demonstrate strong ability to self-source and develop new business by actively prospecting for new HNW clients and referrals, leveraging your existing network to generate New to Bank leads.
* Fulfilling client needs while providing an exceptional client experience is expected behavior from all our employees and will be measured by specific metrics.
* Deal with most problems independently and have some latitude to solve complex problems.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Requirements
* The successful candidate has strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients’ portfolios (Premier banking).
* Strong understanding of financial markets and investment products.
* Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
* Highly driven and possess the ability to succeed within a challenging environment.
* 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.
* Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs.
* The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis if appointed to the role.
* To be considered for this role, the relevant rights to work in Singapore are required.
HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.
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