WEALTH MANAGER (Mid Career) #Urgent

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore is looking for a Wealth Advisor to manage a diverse client portfolio and provide tailored financial advice. This full-time, hybrid role offers a supportive environment with flexible working arrangements, mentorship, and opportunities for professional growth. Ideal candidates will possess strong communication skills and relevant academic qualifications, along with an ability to work both independently and in a team.

Benefits

Flexible working arrangements

1-1 mentorship from top advisors

High commission structure

Financial support scheme

Exclusive travel bonuses

Comprehensive resources provided

Qualifications

• Strong organisational skills and ability to work independently.
• Knowledge of relevant regulations and compliance.
• Professional certifications such as CFA, CFP, or CPWA are advantageous.

Responsibilities

• Manage a portfolio of everyday to high‑net‑worth clients.
• Provide customised financial advice and investment solutions.
• Cultivate new business relationships and maintain existing ones.

Skills

Excellent interpersonal skills

Time management

Communication skills

Ability to build relationships

Education

Bachelor’s degree or Diploma

Tools

Microsoft Office

Job description

HSBC Life invites you to join us and build your career with one of the largest and most well‑known financial institutions in the world. In creating our structure, we aimed to plug the gaps in the current field of financial advising, vowing to change the game for the better. We did this by introducing:

Benefits

• Flexible and hybrid working arrangements – you are your own boss, with no micromanaging.
• Support – 1‑1 mentorship from top advisors, regular career talks, seminars, and focus groups.
• High Commission – wealth advisors can earn up to 40% on each product sold.
• Basic allowance – a financial support scheme while still challenging you to hit goals.
• Leads – multiple avenues and a collaborative environment; you are not left to fend for yourself.
• Travel – attractive bonuses, including exclusive trips to some of the world’s most incredible places.
• Tools – all the resources you need to succeed and live the lifestyle you desire.

Role Description

As a Wealth Advisor at HSBC Life, you will be responsible for managing a portfolio of everyday to high‑net‑worth clients, providing them with customised financial advice and investment solutions. You will also cultivate new business relationships and maintain existing ones. This is a full‑time, hybrid role located in Singapore, with flexibility for some remote work.

Qualifications

• Bachelor’s degree or Diploma.
• Excellent interpersonal and communication skills, with the ability to build and maintain relationships with everyday to high‑net‑worth clients.
• Ability to work independently and as part of a team, with strong organisational and time‑management skills.
• Proficiency in Microsoft Office and other relevant software.
• Compliance‑minded with knowledge of relevant regulations and legislation.
• Professional certifications such as CFA, CFP, or CPWA are a plus.
• Multilingual abilities are a plus.

Only shortlisted candidates will be contacted!