Premier Wealth Relationship Manager (Offshore)

HSBC Global Services Limited

📍 singapore, singapore, Singapore

Full-time Other-General

Job Description

Premiere Wealth Relationship Manager (Offshore) – Role Overview

In this role you will

  • Work closely with other members of the Wealth Management team, such as investment, insurance and treasury specialists, to provide holistic solutions to our onshore banking premier clients
  • Demonstrate strong ability to self‑source and 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 the wealth corporate account manager to acquire EBS clients
  • Provide premier clients with regular market updates, endeavouring to understand their financial needs and recommending appropriate wealth management products
  • Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
  • Provide financial planning and advisory services aligned to clients’ ne...
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