HSBC Investment planner (work life balance+ flexibility /Mid Career Switch)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore seeks an Investment Advisor to provide tailored financial advice to clients. This full-time role offers flexibility in work location and includes comprehensive training and mentorship. Ideal candidates will have strong communication skills, a self-motivated attitude, and relevant certifications. Competitive compensation includes bonuses and high commissions, with the opportunity for leadership advancement.

Benefits

Quarterly and recurring bonuses

High commissions of up to 50%

Mentorship program

Flexible work arrangement

Opportunities for travel

Qualifications

• Professional certifications such as CFA, CFP, or CPWA are a plus.
• Familiarity with marketing tools is preferred.

Responsibilities

• Advising clients on legacy planning and investment strategies.
• Cultivating long-term client relationships.
• Delivering continued service excellence.

Skills

Strong interpersonal and communication skills

Determined, self-motivated mindset

Team-oriented attitude

Organisational discipline

Multilingual abilities

Education

Local Polytechnic Diploma

Tools

Microsoft Office

Social media tools

Affiliate marketing

Job description

HSBC Investment planner (work life balance+ flexibility /Mid Career Switch)

Empower Lives. Shape Legacies. Build Your Future with a Global Brand.

At HSBC , we invite you to embark on a transformative career with one of the world’s most renowned and trusted financial institutions — a name you’ll recognize not only at Changi Jewel, but also in the skies when you travel the globe.

As part of a brand that represents strength, stability, and innovation, you will benefit from an award‑winning, structured support system designed to help you thrive at every stage of your journey.

As an Investment Advisor, your role is to provide holistic and tailored financial advice to a wide range of clients — from everyday individuals to high net worth clientele. You’ll help them plan their legacies, manage wealth, and build long‑term financial strategies.

Your responsibilities include:

• Advising clients on legacy planning, estate structuring, asset allocation, and investment strategies.
• Cultivating and maintaining long‑term client relationships, locally and overseas.
• Conducting regular follow‑ups and delivering continued service excellence.
• Thriving in a flexible working environment: from home, in office, or on the move.

Why Join HSBC?

Your success is our priority. We provide structured, personalized mentorship — especially in your first 3 months — ensuring you’re supported every step of the way.

Training from Day 1

Start strong with foundational training by HSBC’s in‑house experts, followed by advanced modules led by top performers. Weekly training sessions on prospecting, product knowledge, and client engagement techniques keep you ahead of the curve.

Flexible Work Arrangement

Be your own boss. Whether you prefer working from home, the office, or on‑the‑go, you’ll enjoy the autonomy to thrive while receiving guidance when needed.

Attractive Remuneration Package

We understand the importance of financial reward. That’s why we offer a competitive package including:

• Quarterly and recurring bonuses
• High commissions of up to 50% per product sold

Leads Provided from Day One

Start with an edge. You will receive a steady stream of leads from the beginning to help you build your momentum and outperform peers in the industry.

Success is a partnership. We believe in promoting from within — top performers can progress to leadership roles in as little as four years, supported by the tools and structure to grow with confidence.

Travel and Culture

Hard work deserves recognition. Enjoy opportunities to travel with like‑minded, driven, and passionate teammates through performance‑based incentives that reward your achievements.

Who We’re Looking For

• Strong interpersonal and communication skills
• A determined, self‑motivated mindset and willingness to learn
• Team‑oriented attitude and strong organisational discipline
• Professional certifications such as CFA, CFP, or CPWA are a plus
• Familiarity with Microsoft Office, social media tools, and affiliate marketing is preferred
• Multilingual abilities will be an advantage

Job Type: Full‑time

Work from home

Education: Local Polytechnic Diploma (Preferred)

Work Location: Hybrid remote in Singapore 189720