HSBC Wealth Consultant (Entry Level/Mid Career Switch/Flexi hours)

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

Asia Human Capital Pte Ltd seeks a driven Wealth Consultant for HSBC Life. This position provides an opportunity to deliver tailored financial solutions to a diverse clientele including high net worth individuals. With a structured support system, flexible working conditions, and a clear pathway to career advancement, successful candidates will thrive in a dynamic environment that encourages professional growth and lucrative earning potential.

Qualifications

• Great interpersonal skills and a willing to learn attitude.
• Determined and effective communicator with high net worth individuals.
• Multi-linguistic abilities are a plus.

Responsibilities

• Provide holistic financial advice tailored to client needs.
• Build and maintain relationships with both new and existing clients.
• Follow up regularly and manage client expectations.

Skills

Interpersonal skills

Communication skills

Self-motivation

Organizational skills

Teamwork

Education

Bachelor's Degree or Diploma or A Levels

Professional certifications such as CFA, CFP, or CPWA

Tools

Microsoft Office

Social Media

Affiliate Marketing

Job description

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!

Hand Hold Support:

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% per product sold

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 every person that joins us

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. And 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 the proper structured system as above, you will a life you truly desire!

Role Description

Coming in as a Wealth Consultant 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 , regular follow ups with clients 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 A Levels

- 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 proficiencies are preferred

- Multi-linguistic Abilities are a plus