HSBC LIFE - Wealth Manager

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a Wealth Manager to join its team in Singapore. This position involves managing high-net-worth clients and providing tailored financial advice. With a strong emphasis on support and flexible work arrangements, this role offers significant earning potential through commissions and a basic allowance scheme.

Benefits

High Commission opportunities

Basic allowance scheme

1-1 mentorship programs

Flexible and hybrid working arrangements

Exclusive travel bonuses

Qualifications

• CMFAS RES5, M9, M9A and HI certifications required.
• Compliance-minded with knowledge of relevant regulations.
• Professional certifications such as CFA, CFP, or CPWA are a plus.

Responsibilities

• Manage a portfolio of high-net-worth and retail clients.
• Provide customized financial advice and investment solutions.
• Cultivate new business relationships and maintain existing ones.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management skills

Multilingual

Education

Bachelor's degree or Diploma

Tools

Microsoft Office

Job description

HSBC Life invites you to join us and build your career with one of the largest and well known financial institutions in the world.

In creating our structure, we aimed to plug the gaps in the current field of financial advising. For we vowed to change the game for the better. We did this by introducing:

• Flexible and hybrid working arrangements: As the job dictates that you are your own boss, we don't believe in micromanaging our advisors and allow them to work as and when they need to.

• Support: We offer an array of support for our advisors to thrive. For, when you do well, we all do well. We offer 1-1 mentorship from some of the top dogs in the game, as well as regular career talks and seminars held by HSBC on how to grow in your career. We also facilitate focus groups so that all advisers can learn from one another.

• High Commission: As a result of HSBC being a large financial institutions that owns it's own financial products, we are able to offer more attractive commission that allows advisors to earn up to 40% on each product sold.

• We provide a basic allowance: While most advisor roles are purely commission based. We understand that this might not be for everyone. Hence, we have introduced a basic allowance scheme that allows our advisors to be financially supported while being challenged to hit their goals.

• Leads are given to you: We offer several different avenues for you to pursue leads. As our intention is to change the game, we don't believe in "everyone fending for themselves". We believe in collaboration and supporting each other.

• Travel: We have a number of attractive bonuses which include exclusive travel to some of the worlds most incredible places.

We have all the tools you need to succeed and life a lifestyle that you desire. We invited you to join us, and build our team here in the ASEAN Region, because we believe, with the proper motivation and support - sky's the limit.

Role Description

As a Wealth Manager at HSBC Life, you will be responsible for managing a portfolio of high-net worth and retail clients, and providing them with customised financial advice and investment solutions. You will also be responsible for cultivating new business relationships and maintaining existing ones. This is a full-time, hybrid role, located in Singapore with flexibility for some remote work.

Qualifications Needed for This Role:

• CMFAS RES5, M9, M9A and HI.

• Bachelor's degree or Diploma

• Excellent interpersonal and communication skills, with the ability to build and maintain relationships with high net worth clients

• Ability to work independently and as part of a team, with strong organizational and time management skills

• Proficiency in Microsoft Office and other relevant software

• Compliance-minded with knowledge of relevant regulations and legislation

• Professional certifications such as CFA, CFP, or CPWA are a plus

• Multilingual abilities are a plus

```

Only shortlisted candidates will be contacted!