Personal Wealth Manager - Singapore - HSBC

HSBC

Verified Company

Singapore

5 days ago

Posted by:

Wei Jie

beBee Recruiter

Description

Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets.

Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.

Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking high calibre professional to join our team as a
Personal Wealth Manager.

Principal Responsibilities

Adopt the needsbased approach to provide recommendations and solutions to meet customers personal banking needs
Develop and implement wealth preservation and wealth accumulation plans using insurance solutions
Build and entrench customer relationships
Reach out to our client base with customer contacts provided by the bank
Ensure all operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines

Requirements

Relevant experience in a similar field
Excellent interpersonal and communication skills coupled with adaptability and willingness to learn
Highly driven to excel in a focused and fast paced environment
Accreditation in CHI and CMFAS Modules 1, 5, 6, 6A, 8, 8A, 9 and 9A will be advantageous
A minimum degree from a recognized institution

To be considered for this role, the relevant rights to work in Singapore is required.

You'll achieve more when you join HSBC.
Issued by The Hongkong and Shanghai Banking Corporation Limited.

CFSG2023