HSBC Life Wealth Solution Consultant/Manager(Sales)

Asia Human Capital Pte Ltd; Santo Niño 1st; Hybrid; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Commissions & bonuses

Onboarding & mentoring

Leadership development programs

Flexible work arrangements

Training & development programmes

Career progression opportunities

Job summary

Asia Human Capital Pte Ltd is seeking an experienced financial advisory representative to build and manage a client portfolio while developing leadership capabilities for progression into management. The role blends client advisory, business development and team development to服务 clients and expand the advisory practice.

We welcome both seasoned bankers and professionals new to financial services, offering on-going training, onboarding, and structured development with flexible work arrangements.

Qualifications

• Strong client relationship management and business development skills.
• Experience in banking, wealth management, insurance, or financial advisory.
• New entrants to financial services are welcome to apply.
• CMFAS Papers – RES5/M9/M9A/HI/M8/M8A.

Responsibilities

• Conduct financial needs analysis based on clients' circumstances, objectives, and risk profiles.
• Recommend suitable products and fund options based on the identified needs and risk profiles of clients.
• Explain the features, benefits, risks, fees, and relevant limitations of recommended solutions clearly and accurately.
• Assist clients with permitted fund-related transactions, such as fund switching or premium redirection, where appropriate.
• Provide ongoing service and periodically review clients' financial needs and insurance coverage.
• Develop and manage a client portfolio in accordance with applicable regulatory requirements and company policies.
• Develop and implement business development and marketing plans.
• Identify and refer prospective candidates through approved recruitment channels and processes.
• Assist the appointed supervisor with authorised administrative and business-management activities.
• Support the organisation's business objectives through appropriate client service and business-development activities.

Skills

Client relationship management

Business development

Education

Diploma or equivalent

GCE A-Levels

Bachelor's degree

Job description

About the role

This role is intended for experienced financial advisory representatives or individuals who are new to the financial advisory industry, and banking professionals who are interested in developing their advisory practice and building leadership capabilities for transition into management. The role combines client advisory, business development and team-development responsibilities. The successful candidate will develop and manage a client portfolio while supporting candidate and development of new financial planning professionals.

Key responsibilities

• Conduct financial needs analysis based on clients' circumstances, objectives, and risk profiles.

• Recommend suitable products and fund options based on the identified needs and risk profiles of clients.

• Explain the features, benefits, risks, fees, and relevant limitations of recommended solutions clearly and accurately.

• Assist clients with permitted fund-related transactions, such as fund switching or premium redirection, where appropriate.

• Provide ongoing service and periodically review clients' financial needs and insurance coverage.

• Develop and manage a client portfolio in accordance with applicable regulatory requirements and company policies.

• Develop and implement business development and marketing plans.

• Identify and refer prospective candidates through approved recruitment channels and processes.

• Assist the appointed supervisor with authorised administrative and business-management activities.

• Support the organisation's business objectives through appropriate client service and business-development activities.

About you

• Existing Financial Adviser Representatives, Relationship Managers, Wealth Managers, Personal Bankers, or Priority Banking professionals.

• Banking, wealth management, insurance, or financial advisory experience.

• Individuals new to the financial services industry are also welcome to apply.

• Strong client relationship management and business development skills.

• Minimum qualification of: Diploma from a Local Polytechnic or equivalent; ORGCE 'A' Levels; OR Local/Private Bachelor's degree in any field.

• CMFAS Papers - RES5/M9/M9A/HI/M8/M8A

Benefits

• Competitive remuneration consists of commissions and bonuses, performance incentives (subject to meeting requirements).

• Structured onboarding, training, and mentoring.

• Opportunities to develop client-advisory, business-development and leadership capabilities.

• Flexible work arrangements.

• Access to relevant leadership and management-development programmes.

• Opportunity to be considered for progression to Wealth Solutions Manager, subject to performance, competency, appointment and other applicable requirements.