HSBC Wealth Solutions Consultant

OZIA MEDIA PTE. LTD.; Singapore; On-site; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Competitive commissions

Bonuses

Structured onboarding

Flexible work arrangements

Leadership development

Job summary

OZIA MEDIA PTE. LTD. invites experienced financial advisory professionals or banking experts seeking to grow an advisory practice and develop leadership capabilities in Singapore.

The role combines client advisory, business development and team-building responsibilities within a self-employed arrangement. You will build and manage a client portfolio, deliver needs analyses, recommend suitable products, support professional development of new advisers, and contribute to strategic recruitment and

Qualifications

• Proven client relationship management and business development skills.
• Experience in banking, wealth management, insurance, or financial advisory.
• Diploma or higher education or equivalent qualification required; local/polytechnic acceptable.
• CMFAS papers (RESS/MS/MBA/HUMB/MSA) preferred.

Responsibilities

• Conduct financial needs analysis based on clients' circumstances, objectives, and risk profiles.
• Recommend suitable products and fund options based on identified needs and risk profiles.
• Explain features, benefits, risks, fees, and limitations of chosen solutions clearly.
• Assist clients with fund-related transactions such as switching or premium redirection.
• Provide ongoing service and periodic reviews of clients' financial needs and coverage.
• Develop and manage a client portfolio in line with regulations and company policies.
• Develop and implement business development and marketing plans.
• Identify and refer prospective candidates through approved recruitment channels.
• Support the supervisor with administrative and management activities.
• Contribute to the organisation's objectives via client service and development activities.

Skills

Client relationship management

Business development

Leadership capabilities

Financial advisory

Industry onboarding willingness

Education

Diploma / Local Polytechnic

GCE A Levels

Bachelor's degree in any field

CMFAS Papers - RESS/MS/MBA/HUMB/MSA

Job description

About the Role

This role is intended for experienced financial advisory representatives or individuals who are new to the financial advisory industry, and banking professionals who are interested in developing their advisory practice and building leadership capabilities for transition into into management.

The role combines client advisory, business development and team-development responsibilities. The successful candidate will develop and manage a client portfolio while supporting candidate and development of new financial planning professionals.

Key Responsibilities

• Conduct financial needs analysis based on clients' circumstances, objectives, and risk profiles
• Recommend suitable products and fund options based on the identified needs and risk profiles of clients
• Explain the features, benefits, risks, fees, and relevant limitations of recommended solutions clearly and accurately
• Assist clients with permitted fund-related transactions, such as fund switching or premium redirection,where appropriate.
• Provide ongoing service and periodically review clients' financial needs and insurance coverage
• Develop and manage a client portfolio in accordance with applicable regulatory requirements and company policies
• Develop and implement business development and marketing plans
• Identify and refer prospective candidates through approved recruitment channels and processes
• Assist the appointed supervisor with authorised administrative and business-management activities.
• Support the organisation's business objectives through appropriate client service and business development activities.

Requirements

• Existing Financial Adviser Representatives, Relationship Managers, Wealth Managers, Personal Bankers or Priority Banking professionals.
• Banking, wealth management, insurance, or financial advisory experience
• Individuals new to the financial services industry are also welcome to apply.
• Strong client relationship management and business development skills
• Singapore Citizen or Permanent Resident.
• Minimum qualification of Diploma from a Local Polytechnic or equivalent, OR GCE 'A' Levels, OR Local/Private Bachelor's degree in any field
• CMFAS Papers -RESS/MS/MBA/HUMB/MSA

What the Role Offers

• Competitive remuneration consists of commissions and bonuses, performance incentives (subject to
• Structured onboarding, training, and mentoring
• Opportunities to develop client-advisory, business-development and leadership capabilities
• Flexible work arrangements.
• Access to relevant leadership and management-development programmes
• Opportunity to be considered for progression to Wealth Solutions Manager, subject to performance, competency, appointment and other applicable requirements

The Wealth Solutions Consultant role is on a Contract for Service basis as a self-employed person.