Senior Personal Wealth Manager recruitment
HSBC in Singapore operates within an extremely competitive financial environment best described as highly saturated, regulated and finite. The Bank has 9 retail branches and 5 premier centres.
The Retail Banking and Wealth Management (RBWM) Division caters to our retail banking customers. At the heart of the HSBC RBWM business are the two propositions Advance and Global Premier which are designed to meet the needs of the retail banking and mass affluent customer segments respectively.
The Advance and Global Premier proposition supports our goal to strengthen and deepen our relationship with our customers by providing them with dedicated relationship management, worldwide recognition, world-class service and rewards.
Principal Accountabilities
Reporting to Vice President, Advance Team Head, you will:
- champion the Bank's needs-based sales culture to build and expand customer relationships, through the delivery of high quality sales and service.
- focus on wealth preservation and creation for your customers
- demonstrate a thorough understanding of your customers' financial needs through a financial planning process
- ensure all operational transactions are executed expeditiously and with minimum error as well as in strict compliance with audit and statutory guidelines
Skills and Attributes
To be successful in this role, you will need:
- a minimum qualification of diploma from recognised institution with proven sales track record
- at least 1-3 years of retail banking sales experience in wealth management products
- accreditation in CHI and CMFAS Modules 1, 5, 6, 6A, 8, 8A, 9 and 9A
- a high level of commercial awareness of the industry, including market developments and product offerings
- to be highly driven to excel in a sales-focused environment
- to be an effective team player with excellent interpersonal and communication skills