HSBC Investment Associate (Entry Level/Mid Career Switch)

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

Job summary

An established industry player invites you to become an Investment Associate, where you will provide tailored financial advice to a diverse clientele. With a strong support system including mentorship and customized training, you will have the tools necessary to thrive in a flexible working environment. This role offers the opportunity to work from home or on the go, while building rewarding relationships and seeking new business opportunities. With a focus on career advancement and a structured system, this position is perfect for those with determination and a passion for finance.

Benefits

Quarterly Bonuses

High Commissions

Flexible Working Arrangement

Travel Incentives

1-1 Mentorship

Provided Leads

Qualifications

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

Responsibilities

• Engage with clients, providing holistic financial advice.
• Build and maintain strong client relationships.

Skills

Interpersonal Skills

Communication Skills

Teamwork

Self-Motivation

Organizational Skills

Multilingual Abilities

Education

Bachelor's Degree

Diploma

JC

Tools

Microsoft Office

Social Media

Affiliate Marketing

Job description

Company Description

Here at HSBC Life, we invite you to join one of the largest and most well-known financial institutions in the world. Our brand is recognized at Changi Jewel and when you fly!

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

Strong Support System: We provide a hands-on system to ensure your success with 1-1 mentorship, especially during the first 3 months, guiding you step-by-step on your journey.

Customized Training: Learning is key to progress. Before you start, you will attend beginner’s training with HSBC's training department, followed by advanced training conducted by top professionals. We also offer weekly sessions on prospecting methods, skillsets, and knowledge topics.

Flexible Working Arrangement: We believe everyone should have the space to thrive. You can work from home, from the office, or on the go, with coaching support as needed.

Remuneration: We offer a basic allowance, quarterly bonuses, recurring bonuses, and high commissions of up to 50%.

Provided Leads: To give you a strong start, we supply a consistent source of leads from Day 1, giving you an edge over competitors through proper nurturing and grooming.

Fast Track Career: Success leads to promotion. We believe in partnerships that elevate each other, with potential promotion to the top within just 4 years. While success requires effort, we provide the tools to help you achieve it.

Travel and Culture: HSBC rewards your efforts with incentives to travel. Your team will travel with you, sharing motivation, drive, and passion.

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

Role Description

As an Investment Associate at HSBC Life, you will engage with both everyday individuals and high-net-worth clients, providing holistic financial advice on legacy planning, estate planning, asset allocation, and investment strategies. You will build and maintain client relationships, seek new business opportunities locally and overseas, and work flexibly from home, office, or on the go.

Qualifications

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