If you've considered entering this industry but are unsure how to generate leads or navigate the multifaceted responsibilities of a financial consultant, don't hesitate to reach out to us. We'd be delighted to provide further information.
This is a client-facing role and requires experienced working with High-Net-Worth clients.
Responsibilities will include:
Conduct high level fact-finding and consultative financial analysis to understand personal banking client financial background and recommend wealth management products to help clients to meet their mid to long term financial objective.
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Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a
Work Schedule: Full Time, Monday - Friday, Office hours
Work Location: Queenstown, Central, Singapore
PP Organisation is a leading financial services company headquartered in Queenstown, Central, Singapore. We provide a wide range of financial solutions to our clients, including investment management, retirement planning, and wealth management. We are currently seeking a top-notch Wealth Manager to join our talented team.
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