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Premier Wealth Relationship Manager (Offshore)

icon building Company : Hsbc
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Premier Wealth Relationship Manager (Offshore)

Some careers have more impact than others.

If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

In International Wealth and Premier 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. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager (Offshore).


In this role you will
  • Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
  • Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
  • Work closely and collaboratively with wealth corporate account manager to acquire EBS clients
  • Provide premier clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
  • Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
  • Provide financial planning and advisory services aligning to clients' needs and investment profile
  • Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
  • Understand customers' banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

To be successful you will need
  • Strong academic qualifications and good understanding 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' premier 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. 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".

Opening up a world of opportunity
www.hsbc.com/careers


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.

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