Wealth Solutions Manager

PREMIERSG GROUP PTE. LTD.; Singapore; Hybrid; SGD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Singapore is seeking a motivated Wealth Solution Associate to provide tailored financial advice to both everyday customers and high net worth individuals. The role involves building strong relationships, following up with clients, and maintaining long-term connections. The company offers extensive training, flexible working arrangements, and opportunities for rapid career progression. Join a passionate team and make a significant impact on clients' financial well-being.

Benefits

Flexible working arrangements

Quarterly bonuses

High commissions up to 50%

Travel incentives

Qualifications

• Strong communication skills to advise clients on financial solutions.
• Ability to build and maintain relationships with clients.
• Motivated and driven with a desire to succeed.

Responsibilities

• Provide holistic financial advice to clients.
• Build business relationships and follow up with clients.
• Maintain long-term relationships with existing clients.

Job 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.

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!

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 Wealth Solution 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.