Jobs

    Personal Wealth Manager - Singapore - HSBC BANK (SINGAPORE) LIMITED

    HSBC BANK (SINGAPORE) LIMITED
    HSBC BANK (SINGAPORE) LIMITED Singapore

    2 weeks ago

    Default job background
    Full time
    Description

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

    Principal Responsibilities

    • Maintain customer service excellence, greeting and serving our customers
    • Manage customer queries and feed back with appropriate advice
    • Provide recommended solutions for retail banking and general insurance products to meet customer's financial needs
    • Ability to self-source, develop new business by actively prospecting for new clients and referrals
    • Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers
    • Be a digital banking champion through promoting and educating our customers in using self-service channels
    • Ensure data entry and operational transactions are executed expeditiously

    Compliance, Risk & Control

    • Ensure that KYC/AML and other compliance norms are strictly adhere to
    • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation

    Customers /Stakeholders

    • Take ownership for the customer's purpose of visit to HSBC
    • Maintain highest standard of excellence in client service
    • Improve customer experience by collating customer feedback
    • Improve customer experience in processes, systems, operations and administration without comprising on business risks

    Business Processes

    • Ensure that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
    • Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action

    Requirements

    • Diploma/Degree qualification with relevant customer service experience
    • New graduate and/or with proven sales experience is a plus
    • Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
    • Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

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