HSBC Investment/Financial Sales Consultant

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

Job summary

Join a leading financial institution as an Investment Associate, where you will provide comprehensive financial advice to clients, including high net worth individuals. This role offers an exciting opportunity to build lasting relationships and explore overseas opportunities while receiving strong mentorship and customized training. With flexible working arrangements and a supportive environment, you can thrive in your career and achieve your professional goals. Enjoy a fast track to promotion and a vibrant workplace culture that values your passion and motivation for success.

Benefits

Laptop Provided on Day 1

Sign-up Bonus on Day 1

Mentorship Program

Customized Training

Flexible Working Arrangement

Quarterly Bonuses

Provided Leads

Fast Track Career

Incentives to Travel

Qualifications

• Excellent interpersonal and communication skills with diverse clients.
• Professional certifications such as CFA, CFP, or CPWA are beneficial.

Responsibilities

• Provide holistic financial advice to clients, including estate planning and investment strategies.
• Build and maintain client relationships, exploring 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 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.

Employee Benefits

• Laptop Provided on Day 1
• Sign-up Bonus on Day 1
• Strong Support System: We provide a mentorship program to ensure your success, especially during the first 3 months, with regular 1-on-1 guidance.
• Customized Training: Attend beginner’s training with HSBC, followed by advanced sessions on prospecting methods, skills, and knowledge topics, with ongoing weekly training.
• Flexible Working Arrangement: Work from home, office, or on the go, with coaching support as needed.
• Remuneration: Basic allowance, quarterly bonuses, recurring bonuses, and commissions of up to 50%.
• Provided Leads: Receive a steady flow of leads from Day 1 to give you an edge over competitors.
• Fast Track Career: Promotion opportunities within 4 years, with the right tools and support.
• Travel and Culture: Incentives to travel, with team trips as motivated and passionate as you are.

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 client relationships, follow up, and explore overseas opportunities, working 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 with diverse clients
• Strong teamwork, discipline, self-motivation, passion, 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

Note: Only Singaporean citizens or PRs are eligible to apply.