HSBC Financial Planner (New or Experienced Welcomed!)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 40,000 - 80,000; Full time

Job summary

An established industry player invites you to join their dynamic team as an Investment Associate. In this role, you will provide comprehensive financial advice to a diverse clientele, including high-net-worth individuals. With a strong support system, including mentorship and customized training, you will have the opportunity to thrive in a flexible working environment. This position offers a fast track to career advancement within four years, along with generous commission structures and travel incentives. If you are determined and passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Laptop Provided on Day 1

Sign-up Bonus on Day 1

Strong Support System

Customized Training

Flexible Working Arrangement

Provided Leads

Fast Track Career

Travel Incentives

Qualifications

• Bachelor's Degree or equivalent required.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Provide holistic financial advice to clients, including estate planning and investment strategies.
• Build and maintain relationships with clients, exploring local and overseas opportunities.

Skills

Interpersonal Skills

Communication Skills

Teamwork

Self-Motivation

Organizational Skills

Education

Bachelor's Degree

Diploma

JC

Tools

Microsoft Office

Social Media

Affiliate Marketing

Job description

ONLY SINGAPOREANS AND Permanent Residents

Company Description

Here at HSBC Life, we invite you to join us at one of the largest and most well-known financial institutions in the world, a brand you see at Changi Jewel and also when you fly!

We strive to differentiate ourselves with proven methods that deliver success through an award-winning structured system.

Benefits and Support

• Laptop Provided on Day 1
• Sign-up Bonus on Day 1
• Strong Support System: We provide a hands-on system to ensure your success with 1-1 mentorship, especially during the first 3 months.
• Customized Training: You will attend beginner’s training with HSBC followed by advanced training, with weekly sessions on prospecting methods, skillsets, and knowledge topics.
• Flexible Working Arrangement: Work from home, office, or on the go, with coaching support as needed.
• Remuneration: Basic allowance, quarterly bonuses, recurring bonuses, and high commissions of up to 50%.
• Provided Leads: We provide consistent leads from Day 1 to give you an edge over competitors.
• Fast Track Career: Promotion opportunities within 4 years for those who succeed, supported by our tools and system.
• Travel and Culture: Incentives to travel, with team travel as well.

Join us with determination, discipline, and a structured system, and live the life you desire!

Role Description

As an Investment Associate at HSBC Life, your role involves providing holistic financial advice to both everyday clients and high-net-worth individuals, covering legacy, estate planning, asset allocation, and investment strategies. You will build and maintain relationships, follow up with clients, and explore opportunities locally and overseas, working flexibly from home, office, or on the go.

Qualifications

• Bachelor's Degree, Diploma, or JC
• Excellent interpersonal skills, willingness to learn, determination, and effective communication skills for diverse clients
• Strong teamwork, discipline, self-motivation, passion, and organizational skills
• Professional certifications such as CFA, CFP, or CPWA are a plus
• Proficiency in Microsoft Office, Social Media, and Affiliate Marketing is preferred
• Multilingual abilities are advantageous

Note: Singaporean or PR only.