Wealth Manager - Toa Payoh
We specialize in delivering holistic wealth management solutions tailored to the complex needs of high-net-worth individuals, families, and business owners. With a client-first philosophy and a commitment to excellence, we combine deep financial expertise with personalized service to help clients preserve and grow their wealth across generations.
We are seeking a skilled and client-focused Wealth Manager to join our advisory team. This role involves providing comprehensive financial guidance and customized planning strategies to affluent clients.- Develop and implement personalized wealth plans that reflect clients’ financial goals, risk tolerance, and life circumstances.
- Conduct in-depth financial assessments and present actionable planning strategies.
- Maintain strong, ongoing relationships with clients through regular reviews and proactive communication.
- Stay informed on market trends, regulatory changes, and new planning techniques to ensure best-in-class service.
- Assist in business development and client acquisition through planning-led engagement.
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.
Why join us :
Competitive salary and performance-based incentives
Fast track career progression
3 months of intensive training to equip you with the skill and knowledge
Exam allowance
Professional development and career advancement opportunities
Requirements :
Local Polytechnic Diploma or Degree in any field
Presentable and well-spoken with strong communications skills
High level of integrity, takes accountability of work and results oriented
Positive and resilient personality preferred
Entry level or Experienced Applications or mid-career switch with no experience are welcome to apply
Only Singaporean and Permanent Resident may apply due to limited quota
Required to speak fluent English and Mandarin as you are required to work closely with Chinese speaking colleagues and customers