What Wealth Managers Jobs are in Singapore?

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager (Offshore).

In this role you will

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Work closely and collaboratively with wealth corporate account manager to acquire EBS clients
• Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

To be successful you will need

• Strong academic qualifications and good understanding in Wealth Management with a proven track record of managing clients’ portfolio (Premier Banking).
• Strong understanding of financial markets and investment products.
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients.
• Highly driven and possess the ability to succeed within a challenging environment.
• Outgoing disposition, well-equipped with good communication and interpersonal skills.
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment.
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' premier banking and wealth management needs.

Some careers have more impact than others.

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.

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high calibre professional to join our team as a Senior Premier Wealth Relationship Manager (Onshore).

In this role you will:

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

To be successful you will need:

• Has strong academic qualifications and advance knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking)
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria”.

Opening up a world of opportunity

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

About the Role :This role sits within a small, high-impact team supporting Public/Private Market investment activities in a Singapore Sovereign Fund. The team partners closely with Portfolio Management, Trading, Investment Operations, Risk, and Technology teams to deliver trusted investment data, reporting, and analytical capabilities that support investment decision-making and operational excellence.

The role focuses on public markets instruments, investment operations, reporting, and investment data management, with opportunities to contribute across business analysis, data analytics, and process improvement initiatives.

Responsibilities :

• Act as a subject matter expert on public markets instruments and investment data, ensuring reporting outputs accurately reflect market and operational activities.
• Prepare, maintain, and enhance analysis-ready datasets to support portfolio management, investment operations, reporting, and analytics.
• Translate business questions and stakeholder requirements into structured data requirements, metrics, and analytical solutions.
• Develop and maintain reporting datasets and analytical models used for recurring reporting, dashboards, and ad-hoc analysis.
• Investigate recurring data, reporting, and operational issues through root-cause analysis and recommend sustainable solutions.
• Partner with portfolio managers, investment operations, risk, and technology teams to support reporting and analytical initiatives.
• Contribute to business analysis activities including requirements gathering, solution design, process improvement, and user acceptance testing.

Qualifications :

• 5-8 years of experience in Asset Management, Investment Management, Sovereign Wealth Funds, Private Equity, Investment Operations, Investment Reporting, or Data/Business Analyst roles supporting investment teams.

Required Skills :

• Investment Domain Knowledge: Strong understanding of investment products and operational processes across Public and/or Private Markets.
• Familiarity with fund structures, capital calls, distributions, valuations, commitments, NAV reporting, cashflows, and portfolio reporting.
• Experience supporting investment, finance, operations, or portfolio management teams.
• Advanced SQL proficiency.
• Strong analytical and problem-solving skills with experience investigating investment data and reporting issues.
• Experience working with large and evolving datasets.

Preferred Skills :

• Experience with Tableau, Power BI, QlikView, or Qlik Sense.
• Familiarity with Snowflake or cloud data platforms.
• Experience working with JIRA.
• Knowledge of Python for data analysis or automation.
• CFA qualification (Level 2 or above preferred).

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance.

About the Role

If you’re passionate about building trusted client relationships and helping clients plan confidently for what’s next, this could be a great fit. You’ll work with Premier clients to understand their goals, deliver tailored wealth solutions, and provide a high-quality experience across investments, insurance and lending—supported by specialist partners.

What you’ll do

• Manage and grow a portfolio of Premier clients through long-term, needs-based relationships
• Conduct financial reviews and develop holistic wealth strategies aligned to client goals and risk appetite
• Provide advisory-led solutions across investment products, insurance and lending (where applicable)
• Partner with product specialists to deliver best-in-class outcomes and a seamless client experience
• Maintain strong governance: KYC, suitability, risk controls and regulatory requirements

What we’re looking for

• Proven relationship management experience in Premier banking or wealth management
• Strong track record in client acquisition, portfolio growth and deepening wallet share
• Confident communicator with consultative selling and financial planning mind-set
• Knowledge of Singapore regulatory and conduct expectations; strong attention to risk and controls
• Relevant licensing/qualifications will be an advantage (depending on role scope)
• Proven relationship management experience in Premier banking or wealth management

Required Skills

• Strong track record in client acquisition, portfolio growth and deepening wallet share
• Confident communicator with consultative selling and financial planning mind-set
• Knowledge of Singapore regulatory and conduct expectations; strong attention to risk and controls

Why HSBC

At HSBC, we value difference and succeed together—so you’ll be part of a team that supports each other keeping customer at the heart of everything we do.

Job description:

1. Lead, mentor, and motivate a team of Relationship Managers to achieve the wealth management sales targets assigned by the head office while fostering a service-oriented customer experience.

2. Develop and implement departmental objectives aligned with the bank’s strategic goals, while optimizing workflows and ensuring regulatory compliance.

3. Maintain effective communication with business units, providing comprehensive support to ensure the smooth execution of related operations.

4. Advise business lines on critical organizational and human resources issues that impact management efficiency.

5. Ensure that all sales activities adhere to internal branch policies and external regulatory requirements.

6. Strengthen staff management and training programs to continuously improve the professional competencies and sales capabilities of wealth management advisors.

7. Manage new residential mortgage loan applications and provide ongoing service and relationship management for existing mortgage clients.

8. Build and maintain strong client relationships, promptly address customer complaints, and escalate complex issues to senior management as needed.

9. Perform other duties as assigned by management.

Requirement:

• Bachelor’s degree or above.

• Minimum of 5 years of related experience in mass customers sales.

• Competencies: Strong analytical skills, excellent communication and coordination abilities, proven leadership and team management skills, strong risk control awareness.

• Strong business acumen, with a deep understanding of financial markets and products.

• Proficient in both spoken and written English and Chinese so as to provide service to Chinese speaking customers.

• Must pass the following CMFAS certificate:

Module 1B -Rules and Regulations for Dealing in Securities (Non SGX-ST members)

Module 5 -Rules and Regulations for Financial Advisory Services

Module 6 -Securities Product and Analysis

Module 6A -Securities and Future Product Knowledge

Module 8 -Collective Investment Schemes

Module 8A -Collective Investment Schemes II

Module 9 -Life Insurance and Investment – Linked Policies

Module 9A -Life Insurance and Investment – Linked Policies II

Certificate in Health Insurance

We are partnering with a leading global asset manager to hire a VP / SVP Institutional Sales professional to drive business development and client engagement across Southeast Asia.

This is a client-facing role focused on building and managing relationships with institutional investors , including sovereign wealth funds, pension funds, insurers, and central banks.

Key Responsibilities

• Develop and manage institutional client relationships across Singapore and Southeast Asia
• Drive business development and revenue growth through distribution of fixed income, macro, and multi-asset investment strategies
• Engage with clients on portfolio solutions, asset allocation, and investment products
• Partner with internal investment teams to present market insights, strategy views, and customized solutions
• Identify new opportunities across:
• Sovereign wealth funds
• Pension funds
• Insurance companies
• Central banks and official institutions
• Lead RFP/RFI processes, client pitches, and mandate execution
• Stay closely aligned with market developments to articulate macro and investment themes effectively

Ideal Profile

• Min 8 years of experience in institutional sales / client coverage within asset management
• Established relationships with institutional investors in Singapore and/or Southeast Asia
• Strong understanding of:
• Asset allocation
• Fixed income markets
• Alternative investment strategies
• Proven track record in revenue generation and client acquisition
• Excellent communication and presentation skills

Why Consider This Opportunity

• Join a globally recognized investment platform with strong product capabilities
• Opportunity to work closely with leading institutional clients across the region
• High visibility and impact role within a growing Asia franchise
• Collaborative and intellectually stimulating environment

If you’re interested in exploring this role or would like further details, please reach out to for a confidential discussion.

Company Name: Hudson RPO (Singapore) Pte Ltd; Company EA Licence number: 18C9146; Consultant EA name (Tan Thong Leong) and Consultant's EA Personnel number: R

Privilege Banking | Relationship Manager | Wealth Management Singapore

Your new company

My client is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, they operate through their head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.

Your new role

You will be part of a group of highly trained professionals who support the delivery of a high‑quality and consistent service experience for the bank's affluent clients. You will be responsible for managing, strengthening, and sustaining client relationships. The position plays a key role in enhancing client satisfaction, supporting retention efforts, supporting business growth through cross‑sell opportunities and ensuring full compliance with KYC/AML requirements.

What you'll need to succeed

• Minimum 2.5 years of experience in banking, client servicing, relationship management, ideally within affluent (privilege) or mass banking segments
• Understanding of banking processes, service operations, and client-servicing frameworks
• Exposure to AML/KYC or regulatory processes within financial institutions
• Strong interpersonal, communication , and coordination skills to manage multiple client needs effectively with a service mindset
• Self-motivated, organised, and committed to delivering service excellence
• Consistent/proven sales performance & records minimally in the past 6 months

What you need to do now

Brief Summary:

Join a dynamic team focused on providing exceptional client service and investment strategies. This role involves building relationships and offering insights to support informed financial decision-making.

Responsibilities:

• Source and onboard new clients while nurturing existing relationships.
• Understand clients' investment needs, objectives, and risk profiles.
• Provide market insights, trade ideas, and investment strategies tailored to client requirements.
• Collaborate with research analysts to gain insights into market trends and company news.
• Monitor portfolio performance and recommend suitable adjustments as necessary.
• Ensure compliance with all risk, regulatory, and cross-border requirements.
• Prepare and submit regular progress reports detailing business performance and prospect pipeline.
• File timely call reports following client meetings.
• Work with other market participants to identify and seize new business opportunities.

Requirements:

• Degree in a related discipline.
• 3-5 years of relevant experience.
• CMFAS qualifications with a valid MAS Representative License.
• Proven sales record with a focus on high-net-worth individuals.
• Strong understanding of equities and various asset classes.

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified

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EA License No.: 01C4394 (PERSOL SINGAPORE PTE LT

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