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

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 50,000 - 90,000; Full time

Job summary

A leading financial institution is seeking Wealth Consultants to provide personalized financial advice and build lasting client relationships. Candidates should possess strong communication skills and a degree, with opportunities for professional growth and lucrative commissions. With a structured training program and mentorship, this role offers flexibility and significant earning potential.

Benefits

Flexible working arrangement

1-1 mentorship support

Opportunities for travel incentives

Customized training programs

Qualifications

• Degree required; professional certifications like CFA, CFP, or CPWA advantageous.
• Must possess strong interpersonal and communication skills.
• Self-motivated, disciplined, and passionate about finance.

Responsibilities

• Provide holistic financial advice to clients including estate planning and investment strategies.
• Build and maintain relationships with clients locally and overseas.
• Work flexibly from home or office as needed.

Skills

Interpersonal skills

Effective communication

Teamwork

Self-motivation

Organizational skills

Multilingual abilities

Education

Bachelor's Degree, Diploma, or A Levels

Tools

Microsoft Office

Social media

Affiliate marketing

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 ourselves with proven methods that deliver success through an award-winning structured system!

Hand Hold Support:

We provide a hand-held system to ensure your success with 1-1 mentorship regularly, especially during the first 3 months, guiding you through every step of your journey.

Customized Training:

Learning is part of progress. You will attend beginner’s training with HSBC’s training department, followed by advanced detailed training by top professionals. We also conduct weekly training on prospecting methods, skillsets, and knowledge topics.

Flexible Working Arrangement:

We believe everyone is their own boss. You will have the flexibility to work from home, the office, or on the go, with coaching support as needed.

Remuneration:

HSBC offers a basic allowance, quarterly bonuses, recurring bonuses, and high commissions of up to 50% per product sold.

Provided Leads:

We provide a consistent source of leads from Day 1 to give you an edge over competitors, reflecting our commitment to nurturing and grooming our team members.

Fast Track Career:

Success here can lead to promotion within just 4 years. We provide the tools and support to help you reach greater heights.

Travel and Culture:

We reward your efforts with incentives to travel, and your team will travel with you—motivated, driven, and passionate.

We invite you to join us. With determination, desire, discipline, and a structured system, you can achieve the life you desire!

Role Description

As a Wealth Consultant at HSBC Life, you will speak with both everyday clients and high net worth individuals, providing holistic financial advice on legacy, estate planning, asset allocation, and investment strategies. You will build relationships with new and potential clients locally and overseas, conduct regular follow-ups, and maintain long-term relationships, working from home, the office, or on the go.

Qualifications

• Bachelor's Degree, Diploma, or A Levels
• Excellent interpersonal skills, willing to learn, determined, and effective communication skills for diverse clients
• Strong teamwork, discipline, self-motivation, passion, and organizational skills
• Professional certifications like CFA, CFP, or CPWA are advantageous
• Proficiency in Microsoft Office, social media, and affiliate marketing preferred
• Multilingual abilities are a plus