HSBC Investment Adviser (Entry Level/Mid Career Switch)

Company Description

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

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

Strong Support System: We provide a hand-held system to ensure your success here with 1-1 mentorship on a regular basis, especially during the first 3 months where we walk with you through every step of your journey.

Customized Training: Learning is part of progress and hence even before you begin, you will attend a beginner’s training with the HSBC training department followed by the advanced level of training in a detailed manner by the best of the best. That does not stop there as we continue with weekly training on different prospecting methods, skill sets, and knowledge topics.

Flexible Working Arrangement: We believe that everybody is their own boss and we give you space to thrive, and coach when needed to - work from home, work from office, and work on the go.

Remuneration: Pay is important to everyone and that is why here at HSBC we offer a basic allowance, quarterly bonuses, recurring bonuses, as well as high commissions of up to 50%.

Provided Leads: A great start to a career makes the rest of it simpler. What makes us different is that we provide you with a frequent source of leads from Day 1 to ensure an edge over your peers amongst our competitors; that’s our belief in proper nurturing and grooming.

Fast Track Career: When you succeed, we succeed. We believe in a partnership with one another to bring each other to greater heights and that’s why promotion can happen in just 4 short years to the top. Nothing in life comes easy, but we have the tools to help you get there.

Travel and Culture: The world is a pretty place but only if you get to really see it. Here at HSBC, we reward you with incentives to travel and the best part is your team traveling with you is as motivated, driven, young, and passionate as you are!

We invite you to join us; with proper innate determination, desire, discipline, and the proper structured system as above, you will achieve the life you desire!

Role Description

Coming in as an Investment Associate at HSBC Life, your role would be to speak to everyday folks as well as high net worth clients, to provide holistic financial advice customized from legacy, estate planning, asset allocation to investment strategies and solutions. Your role also requires you to build business relationships with new clients here and possible opportunities overseas, follow-ups, as well as maintaining relationships with existing clients for the long term, whilst working from home, working from office, and working on the go.

Qualifications

1. Bachelor's Degree or Diploma or JC
2. Great interpersonal skills, a willing to learn attitude, determined, and able to communicate effectively with everyday folks and high net worth individuals
3. Strong teamwork, discipline, self-motivated, passion for the business, and good organizational skills are a bonus
4. Professional certifications such as CFA, CFP, or CPWA would be beneficial
5. Microsoft Office, Social Media, and Affiliate Marketing are preferred
6. Multi-linguistic abilities are a plus
7. Singaporean/PR only