Singapore, Singapore, Singapore
30 days ago
Personal Wealth Manager - Wealth and Personal Banking

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

In Wealth and Personal 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 Personal Wealth Manager.

Principal Responsibilities

Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectationsManage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicableAdopt a needs-based approach to provide recommended solutions for retail banking and general insurance products to meet customer's financial needsProvide financial planning and advisory services aligning to clients’ needs and investment profileDemonstrate 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 leadsFulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metricsUnderstand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBCBe a digital banking champion through promoting and educating our customers in using self-service channels such as Internet Banking, Phone Banking and Automated Teller MachinesRespond to customers’ queries on home loan and other international banking needs and refer them to the right channels as appropriateEnsure data entry and operational transactions are executed expeditiously, with minimal errors and in compliance with audit and statutory guidelines

Compliance, Risk Control

Ensure that KYC/AML and other compliance norms are strictly adhere toAppropriately 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 regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparencyAttend to the operational needs of the branch and business where required by line managers or Branch Director

Customers /Stakeholders

Take ownership for the customer’s purpose of visit to HSBC and deliver an effective solutionMaintain highest standard of excellence in client service in line with Branch Service Protocol expectationsMeet SLAs for all processes where applicableImprove customer experience by collating customer feedback, identifying deficiencies in any area eg. Operational, administrative, processes and competitiveness of products and services vis-à-vis the marketImprove customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback

Business Processes

Ensure that sales operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines. Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

In Wealth and Personal 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 Personal Wealth Manager.

Principal Responsibilities

Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectationsManage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicableAdopt a needs-based approach to provide recommended solutions for retail banking and general insurance products to meet customer's financial needsProvide financial planning and advisory services aligning to clients’ needs and investment profileDemonstrate 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 leadsFulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metricsUnderstand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBCBe a digital banking champion through promoting and educating our customers in using self-service channels such as Internet Banking, Phone Banking and Automated Teller MachinesRespond to customers’ queries on home loan and other international banking needs and refer them to the right channels as appropriateEnsure data entry and operational transactions are executed expeditiously, with minimal errors and in compliance with audit and statutory guidelines

Compliance, Risk Control

Ensure that KYC/AML and other compliance norms are strictly adhere toAppropriately 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 regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparencyAttend to the operational needs of the branch and business where required by line managers or Branch Director

Customers /Stakeholders

Take ownership for the customer’s purpose of visit to HSBC and deliver an effective solutionMaintain highest standard of excellence in client service in line with Branch Service Protocol expectationsMeet SLAs for all processes where applicableImprove customer experience by collating customer feedback, identifying deficiencies in any area eg. Operational, administrative, processes and competitiveness of products and services vis-à-vis the marketImprove customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback

Business Processes

Ensure that sales operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines. Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise lossDiploma/Degree qualification with relevant customer service experienceNew graduate and/or with proven sales experience is a plusExcellent interpersonal and communication skills, coupled with adaptability and willingness to learnHighly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

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.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

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.

Diploma/Degree qualification with relevant customer service experienceNew graduate and/or with proven sales experience is a plusExcellent interpersonal and communication skills, coupled with adaptability and willingness to learnHighly driven to excel in both customer service and sales, thriving in a focused and fast paced environment

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.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

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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