HSBC Investment Sales Consultant (Laptop and Allowance Pkg Provided)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 45,000 - 60,000; Full time

Job summary

A leading financial institution, HSBC Life, invites Singaporean candidates to apply for the Investment Associate role. This position involves delivering personalized financial advice to diverse clients, leveraging a robust support system and training programs. Applicants with strong interpersonal skills, a willingness to learn, and relevant certifications are encouraged to join this dynamic team, where growth and success are fostered through collaboration and mentorship.

Benefits

Laptop provided on Day 1

Sign-up bonus

Customized training sessions

Flexible working arrangements

Incentives for travel

Quarterly bonuses

High commissions up to 50%

Qualifications

• Great interpersonal skills and effective communication.
• Professional certifications like CFA, CFP, or CPWA are beneficial.
• Multi-linguistic abilities are a plus.

Responsibilities

• Provide holistic financial advice to clients including legacy and estate planning.
• Build and maintain relationships with clients for long-term success.
• Work flexibly from home, office, or on the go.

Skills

Interpersonal skills

Communication

Teamwork

Organisational skills

Disciplined

Self-motivated

Passion for the business

Education

Bachelor's Degree or Diploma or JC

Tools

Microsoft Office

Social Media

Affiliate Marketing

Job description

ONLY SINGAPOREANS AND Permanent Resident

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.

Laptop Provided on Day 1

Sign up bonus on Day 1

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 detailed manner by the best of the best. That does not stop where we continue with weekly training on different prospecting methods and skillset as well as knowledge topics.

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

Remuneration: Pay is important to everyone and that is why over here at HSBC we offer basic allowance and quarterly bonuses plus 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, thats our belief in proper nurturing and grooming.

Fast Track Career: When you succeed, we succeed, we believe in partnership with one another to bring each other to greater heights and thats 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 travelling with you is as motivated, driven and passionate as you are!

We invite you to join us, with proper innate determination, desire, discipline and proper structured system as above, you will live a 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 customised 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

- Bachelor's Degree or Diploma or JC

- Great interpersonal skills, willing to learn attitude, determined and able to communicate effectively with everyday folks and high net worth individuals

- Strong teamwork, disciplined, self-motivated, passion for the business and good organisational skills are a bonus

- Professional certifications such as CFA, CFP, or CPWA would be beneficial

- Microsoft Office, Social Media and Affiliate Marketing are preferred

- Multi-linguistic Abilities are a plus

- Singaporean/PR only