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HSBC Life Investment/Financial Advisor (No Exp/Fresh Grad/Mid Career Switch)

Asia Human Capital Pte Ltd

Singapore

Hybrid

SGD 50,000 - 90,000

Full time

8 days ago

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Job summary

Join HSBC Life as an Investment Financial Planner and make a lasting impact. This role offers the chance to provide tailored financial advice, engage with high-net-worth individuals, and work with a mission-driven team. Benefit from structured training, mentoring, and flexible work arrangements while building a rewarding career in wealth management.

Benefits

Competitive Basic Allowances
Quarterly and Recurring Bonuses
Incentive Trips
Mentorship Programs
Flexible Work Arrangements

Qualifications

  • Minimum Diploma, JC or Bachelor's Degree required.
  • Strong willingness to learn and communicate with diverse clients.
  • Professional certifications (CFA, CFP, CPWA) are a bonus.

Responsibilities

  • Engage clients, providing strategic financial advice.
  • Build long-term client relationships in both local and regional markets.
  • Work flexibly in hybrid settings: home, office, or remotely.

Skills

Interpersonal Skills
Self-Motivated
Team Player

Education

Diploma, JC, or Bachelor's Degree

Tools

Microsoft Office
Social Media
Affiliate Marketing

Job description

Company Overview

At HSBC Life, we are part of one of the world’s largest and most trusted financial institutions — a brand you’ve seen at Globally and on flights across the globe.

We're not just a name. We're a mission-driven team backed by an award-winning support system, helping people achieve their financial goals while empowering aspiring professionals to build thriving careers in wealth management.

What Makes Us Different

Strong Support System
Get paired with dedicated mentors and receive weekly 1-to-1 coaching — especially in your first 3 months — to set you up for long-term success.

Structured Training & Development
From comprehensive beginner training to advanced financial strategies, our ongoing development programs cover everything from prospecting to investment advisory — led by industry experts.

Flexible Work Arrangements
Be your own boss — whether you’re working from home, from our vibrant office, or on the go, we provide the autonomy and structure to let you thrive.

High Income Potential
Enjoy competitive basic allowances, quarterly and recurring bonuses, and commission rates of up to 50%.

Leads Provided
Start with a head start — we provide quality leads from Day 1 so you can focus on engaging clients and closing meaningful conversations.

Fast-Track Career Path
We believe in growing together — and that’s why promotions to senior leadership can happen in just 4 years for top performers.

Travel & Team Culture
Celebrate success with incentive trips around the world, traveling alongside a young, dynamic, and motivated team.

Role Description: Investment Financial Planner

As an Investment Financial Planner, you will:

  • Engage clients from all walks of life, including high-net-worth individuals

  • Provide strategic financial advice including legacy planning, estate strategies, and investment allocation

  • Build and nurture long-term client relationships

  • Work independently and collaboratively to grow your client base, both locally and regionally

  • Enjoy the flexibility of working in hybrid settings: home, office, or remotely

Qualifications
  • Diploma, JC, or Bachelor's Degree (minimum)

  • Excellent interpersonal skills with a strong willingness to learn

  • Confidence in communicating with both retail and affluent clients

  • Self-motivated, disciplined, and a strong team player

  • Passionate about personal growth and helping others achieve their financial goals

  • Bonus:
    ️ Professional certifications (CFA, CFP, CPWA)
    ️ Familiarity with Microsoft Office, Social Media, and Affiliate Marketing
    ️ Multi-language fluency is a plus

Only open to Singapore Citizens and Permanent Residents

Affected Jetstar employees are especially welcome to explore this opportunity with us!

Ready to thrive with a global brand and make a lasting impact?

Apply now and build your future with HSBC Life Singapore.

#HSBCLife #FinancialPlanner #WealthManagement #CareerWithPurpose #HSBCSingapore #InvestmentCareers #LifeYouDesire #FinancialFreedom #FlexibleCareer #SingaporeJobs #jetstar #affectedjetstar

Job summaryAs an Investment Planner at HSBC Life, provide tailored financial advice and build long-term client relationships with flexible work options.

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