HSBC Life Wealth Manager (Laptop+Leads provided)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 54,000 - 72,000; Full time

Job summary

Join a prominent company as an Investment Associate, providing tailored financial advice to both everyday people and high net worth clients. This role combines relationship building with flexible working arrangements and a strong support system for professional growth. With the potential for high commissions, this opportunity offers a pathway to rapid promotion and personal development.

Benefits

Laptop Provided

Sign up Bonus

Flexible Working Arrangement

Mentorship Program

Training provided by experts

Incentives to travel

Qualifications

• Bachelor's Degree or Diploma or JC preferred.
• Great interpersonal skills and effective communication with clients.
• Professional certifications like CFA, CFP, or CPWA beneficial.

Responsibilities

• Speak to clients about financial advice including estate planning and investments.
• Build and maintain long-term client relationships.
• Work flexibly from home or the office.

Skills

Interpersonal Skills

Communication

Self-Motivated

Teamwork

Education

Bachelor's Degree or Diploma

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

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 a 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, young and passionate as you are!

Mentorship Program

Join your mentors for appointment, Observe and replicate their success!

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