Premier Wealth Relationship Manager (Offshore)
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HSBC Global Services Limited
📍 singapore, singapore, Singapore
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...