HSBC Life Wealth Manager (Private) (Mid Career Switch / Entry)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Job summary

A leading financial institution, HSBC Life, invites you to advance your career as a Wealth Advisor in Singapore. This full-time, hybrid role offers the flexibility to manage your portfolio of retail to high-net-worth clients while providing comprehensive financial and investment solutions supported by extensive resources and mentorship.

Benefits

Flexible work arrangements

Comprehensive support from top industry professionals

Attractive commission structure

Basic allowance for financial stability

Travel incentives for exclusive rewards

Qualifications

• Bachelor's degree or Diploma required.
• Strong interpersonal and communication skills needed.
• Professional certifications are advantageous.

Responsibilities

• Provide personalized financial advisory services.
• Develop and maintain client relationships.
• Identify new business opportunities.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management

Client relationship management

Education

Bachelor’s degree or Diploma

Professional certifications (CFA, CFP, CPWA)

Tools

Microsoft Office

Job description

Company Overview
HSBC Life invites you to advance your career with one of the world’s leading financial institutions. Our structure is designed to address the gaps in traditional financial advisory models by offering:

• Flexible Work Arrangements: As an advisor, you manage your own schedule. We emphasize autonomy over micromanagement.

• Comprehensive Support: Enjoy one-on-one mentorship from top industry professionals, regular career development seminars hosted by HSBC, and collaborative focus groups to foster peer learning.

• Attractive Commission Structure: Benefit from competitive commissions of up to 40%, made possible by HSBC’s ownership of its financial products.

• Basic Allowance: Unlike most commission-only roles, we offer a basic allowance to ensure financial stability while you work toward your goals.

• Provided Leads: Multiple channels are available for lead generation, reinforcing our culture of collaboration over competition.

• Travel Incentives: Qualify for exclusive travel rewards to premier global destinations.

With extensive resources and a strong support system, we empower our advisors to succeed and enjoy a fulfilling lifestyle. Join our team in the ASEAN region—where the right motivation meets unlimited potential.

Role Overview: Wealth Advisor
As a Wealth Advisor at HSBC Life, you will manage a portfolio of retail to high-net-worth clients, delivering tailored financial and investment solutions. This full-time, hybrid position is based in Singapore, offering flexibility for remote work.

Key Responsibilities:

• Provide personalized financial advisory services

• Develop and maintain client relationships

• Identify new business opportunities

Qualifications:

• Bachelor’s degree or Diploma

• Strong interpersonal and communication skills

• Independent, with excellent organizational and time management capabilities

• Proficient in Microsoft Office and relevant platforms

• Knowledge of financial regulations and compliance

• Professional certifications (e.g., CFA, CFP, CPWA) are advantageous

• Multilingual abilities are a plus

Only shortlisted candidates will be contacted.