Wealth Management Associate

HSBC Life (SG); Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Fast career advancement opportunity

Structured trainings provided

Friendly and supportive working

Personal mentorship and coaching

Transition package for mid-career

Job summary

HSBC Life (SG) is expanding and seeking ambitious, self-motivated candidates to join the team. Fresh graduates or mid-career switchers can explore wealth management roles with structured training and mentorship.

The position focuses on assisting clients with wealth and risk management, reviewing portfolios, estate planning, and building sustainable client relationships. Training is provided, with a transition package for mid-career switchers.

Qualifications

• GCE A-Level, IB Diploma or Polytechnic Diploma in Singapore or equivalent.
• Degree holders in any field are acceptable.
• Basic knowledge in banking and wealth management is an advantage.

Responsibilities

• Assist clients in achieving financial goals through wealth & risk management solutions.
• Regularly review and update clients on investment portfolios.
• Estate planning for high net worth clients.
• Manage corporate risk for business owners and key partners.
• Acquire and service clients to build long-term relationships.

Skills

Banking knowledge

Wealth management products

Client servicing

Education

GCE A-Level

IB Diploma

Polytechnic Diploma (Singapore)

Any degree

Job description

Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of wealth and risk management products and services to our clients throughout the Asia-Pacific region. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The solutions we offer creates broad and lasting impact, helping clients to be more confident in their futures.

We are currently expanding and looking for ambitious, self motivated and disciplined candidates to join our team.

Job scope:

• Assist clients in their financial goals through wealth & risk management solutions
• Regular review and updates clients on their investment portfolios
• Estate planning for high net worth clients
• Managing corporate risk for business owners and key partners
• Client acquisition & servicing to retain and develop sustainable relationships over long term

Remuneration Package & Benefits:

• Fast career advancement opportunity
• Structured trainings provided
• Friendly and supportive working environment
• Personal mentorship and coaching
• Transition package for mid-career switcher (terms & conditions apply)

Requirements

• At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field
• Must be above age 21 (local regulatory requirement)
• Singaporean & PR only (local regulatory requirement)
• Experience not necessary as training will be provided
• Good knowledge of banking, investment and wealth management products is an added advantage

*Please take note that this is not an internship position. Applicants seeking internship position should not apply.