Job description

GCB 5

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.  

We are currently seeking a high calibre professional to join our team as a Relationship Manager - Gamma Team. 

Principal Responsibilities

The Gamma Team

  • Is part of the Client Lifecycle Management (CLM) team
  • Client services accounts which have been identified for exits ( tail end of the account lifecycle)
  • Applies streamline processes to manage volume ( ~ 180 accounts per RM)
  • Is a bridge between the client / bank, to support professional client servicing and risks management

As a Relationship Manager in the Gamma team, you will

  • Manage accounts, which are in the exit status and classified as per below
  • Financial Crime Risk Exits (FCR)
  • Risk Appetite Exits (RA)
  • Economic/ Non-Priority Markets Exits (EC)
  • Participate in the Segmentation exercise, where the accounts below the PB minimum balance will be identified for exits
  • Work jointly with the Marketing teams to receive account assignments
  • Handhold the clients on the exits with suitable approach and solutions
  • Mitigate risks, reduce assets for eventual closure of the accounts
  • Adhere to cross border guidelines and work with various departments to support the client servicing, which cannot be closed due to illiquid assets (e.g. - Corp actions/ remittances/ liquidations/ documentation requirements etc.)
  • Perform dual roles (RM & ARM) for the portfolio of accounts
  • Support the Team leader to achieve the Team's objectives
Requirements
  • CACS Paper 1 & 2 certified
  • CMFAS Module 1A/B, 6/6A or RES1B/2A, CM-EIP & SIP or CM-CMP, whichever relevant (to be completed within first 3 months)
  • Minimum 3 years Assistant Relationship Manager experience/ Junior RMs are welcome
  • Good understanding and knowledge of investment products
  • Ability to function independently, dual roles of a Relationship Manager / Assistant Relationship Manager
  • Strong client servicing skills and ability to deal with volume and complex cases
  • Pleasant personality with excellent communications skills
  • Team Player

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

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. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria”. 

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Recruiter name
Dewi Hausala
Recruiter email
dewi.hausala@hsbc.com.sg