Wealth Solutions Consultant

ROUND VENTURE PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore seeks a Financial Sales Consultant to provide customized financial advice. You will engage with clients to offer holistic solutions covering legacy and estate planning, asset allocation, and investment strategies. Ideal candidates possess strong interpersonal skills and relevant qualifications. The company provides training, mentorship, and incentives. Singaporean/PR only. Role allows flexibility in work arrangements.

Benefits

Laptop Provided

Sign-up bonus

Quarterly and high commissions

Frequent source of leads provided

Flexible working arrangement

Training and mentorship support

Qualifications

• Great interpersonal skills, willing to learn attitude.
• Strong teamwork, discipline, self-motivated, passion for the business.
• Multi-linguistic abilities are a plus.

Responsibilities

• Provide holistic financial advice customized for clients.
• Build and maintain business relationships with clients.
• Work both from home and the office.

Skills

Referrals

Microsoft Office

Investment Strategies

Asset Allocation

Social Media

Interpersonal Skills

Investments

Wealth Accumulation

Wealth

Risk Management

Mentorship

Estate Planning

Affiliate Marketing

Financial Advisory

Customer Service

Corporate Finance

Education

Bachelor's Degree or Diploma or JC

Professional certifications such as CFA, CFP, or CPWA

Job description

Roles & Responsibilities

ONLY SINGAPOREANS AND Permanent resident

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.

Laptop Provided on Day 1

Sign up bonus on Day 1

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, that’s 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 that’s 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!

Role Description

Coming in as a Financial Sales 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, 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.

Qualifications

• Bachelor's Degree or Diploma or JC
• 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 are preferred
• Multi‑linguistic Abilities are a plus
• Singaporean/PR only

Tell employers what skills you have

• Referrals
• Microsoft Office
• Investment Strategies
• Asset Allocation
• Social Media
• Interpersonal Skills
• Investments
• Wealth Accumulation
• Wealth
• Risk Management
• Mentorship
• Estate Planning
• Affiliate Marketing
• Financial Advisory
• Customer Service
• Corporate Finance