Job description


Some careers shine brighter than others

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Wealth and Personal Banking (WPB) helps 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. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Premier Elite Relationship Manager. 

Principal Responsibilities

  • Working closely with other members of the Wealth Management team, such as investment, insurance, 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
  • Embarking on a proactive relationship management to strengthen, deepen and delight client’s relationship with existing customers, hence building a strong foundation for customer growth
  • Ensure coverage of all relationships through client’s 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, develop new business by actively prospecting for new HNW clients and referrals, and leveraging your existing network to generate New to Bank leads
  • Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
  • Deals with most problems independently and has some latitude to solve complex problems

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 and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement
  • 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’ portfolio (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

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 and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Singapore with less than twelve months in their current role, including changes in GCB banding, please also obtain and enclose the endorsement from your current line manager in the application; 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.

Nom du recruteur
Cerise Min Yi Ho
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