HSBC investment consultant(Entry Level/Mid Career Switch/Flexi hours)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 48,000 - 96,000; Full time

Job summary

Join HSBC Life as a Wealth Consultant and provide holistic financial advice to diverse clients. Enjoy flexible working arrangements, comprehensive training, and an attractive remuneration package that includes a basic allowance and high commissions. With opportunities for fast-tracked career progression, you can achieve the success you desire.

Benefits

1-1 mentorship

Flexible working arrangements

Quarterly bonuses

Travel incentives

Qualifications

• Bachelor's Degree, Diploma, or A Levels required.
• Professional certifications like CFA, CFP, or CPWA are beneficial.
• Multilingual abilities are a plus.

Responsibilities

• Provide financial advice to clients on various areas including estate planning.
• Build and maintain client relationships local and overseas.
• Conduct regular follow-ups.

Skills

Interpersonal skills

Communication skills

Teamwork

Self-motivation

Organizational skills

Education

Bachelor's Degree

Diploma

A Levels

Tools

Microsoft Office

Social media

Job 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!

Hand Hold Support:

We provide a supportive system with 1-1 mentorship, especially during the first 3 months, guiding you through every step of your journey.

Customized Training:

Learning is part of progress. Before starting, you'll attend beginner’s training with HSBC's training department, followed by advanced training. We also conduct weekly sessions on prospecting methods, skillsets, and knowledge topics.

Flexible Working Arrangement:

We believe everyone should be their own boss. You can work from home, the office, or on the go, with coaching support when needed.

Remuneration:

We offer a basic allowance, quarterly bonuses, recurring bonuses, and high commissions of up to 50% per product sold.

Provided Leads:

We provide a steady stream of leads from Day 1 to give you an edge over competitors, reflecting our commitment to nurturing and grooming our team members.

Fast Track Career:

Success leads to promotion opportunities, potentially within just 4 years, supported by the tools and training we provide.

Travel and Culture:

We reward your efforts with incentives to travel, often with your motivated and passionate team members.

Join Us:

With determination, desire, discipline, and a structured system, you can achieve the life you desire!

Role Description

As a Wealth Consultant at HSBC Life, you will provide holistic financial advice to both everyday individuals and high net worth clients, covering legacy, estate planning, asset allocation, investment strategies, and solutions. You will build relationships with new clients locally and overseas, conduct regular follow-ups, and maintain long-term client relationships, working from home, the office, or on the go.

Qualifications

• Bachelor's Degree, Diploma, or A Levels
• Excellent interpersonal skills, a willingness to learn, determination, and effective communication skills
• Strong teamwork, discipline, self-motivation, passion for the business, and good organizational skills are advantageous
• Professional certifications like CFA, CFP, or CPWA are beneficial
• Proficiency in Microsoft Office, social media, and affiliate marketing is preferred
• Multilingual abilities are a plus