Wealth Advisory & Growth Consultant (Contract)

HSBC Life (SG); Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Structured onboarding

Mentoring

Leadership development programs

Job summary

HSBC Life (SG) is seeking an experienced financial advisory representative to grow and manage a client portfolio while developing leadership capabilities for management roles. The role combines client advisory, business development and team development responsibilities.

We welcome both experienced advisers and banking professionals new to the advisory field. Structured onboarding, training and mentoring are offered to help you progress to Wealth Solutions Manager levels, subject to performance

Qualifications

• Experience in banking, wealth management, insurance or financial advisory.
• Strong client relationship management and business development skills.
• Diploma from a Local Polytechnic or equivalent; OR bachelor’s degree in any field; CMFAS Papers.

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 recommended solutions clearly and accurately.
• Assist clients with fund-related transactions, such as fund switching or premium redirection.
• Provide ongoing service and periodically review clients’ financial needs and insurance coverage.
• Develop and manage a client portfolio in accordance with 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 supervisor with authorised administrative and business-management activities.
• Support the organisation’s business objectives through client service and business-development activities.

Skills

Client relationship management

Business development

Education

Polytechnic diploma

Bachelor's degree

CMFAS Papers

Job description

HSBC Life (SG) is seeking an experienced financial advisory representative to grow and manage a client portfolio while developing leadership capabilities for management roles. The role combines client advisory, business development and team development responsibilities.

We welcome both experienced advisers and banking professionals new to the advisory field. Structured onboarding, training and mentoring are offered to help you progress to Wealth Solutions Manager levels, subject to performance