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HSBC

Personal Wealth Manager

HSBC

Posted

4 days ago

Singapore, Singapore

Onsite

SGD 5K

Entry Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

HSBC is seeking a Personal Wealth Manager to provide personalized banking solutions. The role involves building relationships with clients and managing their financial needs.

About Company

HSBC is a global financial services organization serving over 40 million customers. They provide a wide range of services, including retail banking and wealth management.

Core Requirements

  • Diploma/Degree qualification
  • Relevant customer service experience
  • Sales experience is a plus
  • Excellent interpersonal skills
  • Willingness to learn

Responsibilities

  • Advise customers on financial objectives
  • Develop wealth preservation plans
  • Manage customer queries and complaints
  • Promote HSBC Customer Propositions
  • Execute transactions with minimum errors
  • Assess risks in business decisions
  • Ensure compliance with laws and regulations

Must Have skills

Interpersonal communicationSales tacticsCustomer relationship managementAdaptabilityCompliance knowledge

Job Keywords

Wealth ManagementCustomer ServiceSalesFinancial AdviceRelationship Building

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