Wealth Manager (HSBC Group)

About HSBC Group

As part of one of the world’s largest banking and financial services organisations, HSBC offers

comprehensive financial solutions. Our focus is on delivering personalised services, sustainability, and

exceptional client experiences.

Job Details:

Are you a mid-career professional looking to explore a new and rewarding career path in the financial industry? We are expanding and looking for driven, self-motivated, and disciplined individuals to join us as Wealth Managers.

In this role, you’ll work closely with clients to provide tailored investment and wealth solutions, backed by the strength and resources of a trusted financial institution. If you have strong interpersonal skills and enjoy helping others grow their wealth, we’d love to speak with you.

Key Responsibilities:

• Client Relationship Management:

Build and maintain long-term relationships with high-net-worth individuals, families, and business clients, serving as a trusted advisor across all aspects of wealth management.

• Financial Advisory & Planning:

Conduct comprehensive consultations to assess clients’ financial goals and develop personalized strategies in areas such as investment planning, retirement, estate planning, tax optimization, and risk management.

• Investment Advisory:

Recommend appropriate asset classes and portfolio allocations aligned with clients’ risk profiles and financial objectives. Monitor portfolio performance and proactively make adjustments as market conditions evolve.

• Business Development:

Identify and pursue new business opportunities through networking, client referrals, and targeted outreach. Drive client acquisition and contribute to the growth of the firm’s assets under management.

• Client Servicing:

Deliver exceptional client service through regular portfolio reviews, timely follow-ups, and prompt resolution of inquiries or concerns.

• Compliance & Documentation:

Adhere to all regulatory requirements and internal compliance policies. Maintain accurate and thorough documentation of client interactions, financial plans, and investment recommendations.

• Market Intelligence:

Stay current with financial market developments, economic trends, and changes in regulations to provide informed, forward-looking advice.

• Performance & Targets:

Consistently meet or exceed sales and performance KPIs, supporting the overall growth and success of the firm.

Job Requirements:

• Singaporean and Permanent Resident only.
• At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.
• Able to speak both English and mandarin.
• Experience not necessary as training will be provided.
• Good knowledge of banking, investment and wealth management products is an added advantage.

We regret to inform only shortlisted candidates will be notified.