Wealth Management Associate: Fast-Track to Client Advisory

HSBC Life (SG)

Singapore

On-site

SGD 40,000 - 60,000

Full time

33 hours ago

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Benefits offered by this job

Fast career advancement

Structured training

Friendly working environment

Personal mentorship

Transition package for mid-career

Job summary

HSBC Life (SG) is expanding and seeks ambitious candidates to join their team. This role focuses on assisting clients with wealth and risk management solutions while providing opportunities for career advancement and personal development.

Ideal candidates will possess at least a GCE 'A' Level certificate or equivalent. Experience is not required as comprehensive training will be provided. Join HSBC Life to build a rewarding career in a supportive environment.

Qualifications

At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma, or equivalent.
Must be above age 21 (local regulatory requirement).
Singaporean & PR only (local regulatory requirement).
Experience not necessary as training will be provided.

Responsibilities

Assist clients in their financial goals through wealth & risk management solutions.
Regularly review and update clients on their investment portfolios.
Perform estate planning for high net worth clients.
Manage corporate risk for business owners and key partners.
Acquire and service clients to retain and develop sustainable relationships.