Wealth Solution Manager

Asia Human Capital Pte Ltd; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Wealth Advisor in Singapore. You will manage a diverse portfolio, providing tailored financial advice to everyday and high net worth clients. This full-time hybrid position offers flexibility while emphasizing collaboration and support. The ideal candidate holds at least a Bachelor's degree, with excellent interpersonal skills and proficiency in Microsoft Office. Professional certifications like CFA or CFP are beneficial, and multilingual abilities are a plus.

Benefits

Flexible working arrangements

1-1 mentorship support

High commission rates

Basic allowance scheme

Travel bonuses

Tools for success

Qualifications

• Manage a portfolio of clients, providing customized financial advice.
• Build and maintain business relationships with various client types.
• Strong compliance mindset with knowledge of relevant regulations.

Responsibilities

• Cultivate new business relationships and maintain existing ones.
• Provide financial advice and investment solutions to clients.
• Work independently while collaborating with team members.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management skills

Multilingual abilities

Education

Bachelor's degree or Diploma

Tools

Microsoft Office

Job description

Job description

HSBC Life invites you to join us and build your career with one of the largest and well known financial institutions in the world.

Company Description

In creating our structure, we aimed to plug the gaps in the current field of financial advising. For we vowed to change the game for the better. We did this by introducing:

• Flexible and hybrid working arrangements: As the job dictates that you are your own boss, we don't believe in micromanaging our advisors and allow them to work as and when they need to.
• Support: We offer an array of support for our advisors to thrive. For, when you do well, we all do well. We offer 1-1 mentorship from some of the top dogs in the game, as well as regular career talks and seminars held by HSBC on how to grow in your career. We also facilitate focus groups so that all advisers can learn from one another.
• High Commission: As a result of HSBC being a large financial institution that owns its own financial products, we are able to offer more attractive commission that allows advisors to earn up to 40% on each product sold.
• We provide a basic allowance: While most advisor roles are purely commission based, we understand that this might not be for everyone. Hence, we have introduced a basic allowance scheme that allows our advisors to be financially supported while being challenged to hit their goals.
• Leads are given to you: We offer several different avenues for you to pursue leads. As our intention is to change the game, we don't believe in "everyone fending for themselves". We believe in collaboration and supporting each other.
• Travel: We have a number of attractive bonuses which include exclusive travel to some of the world's most incredible places.
• We have all the tools you need to succeed and live a lifestyle that you desire. We invite you to join us, and build our team here in the ASEAN Region, because we believe, with the proper motivation and support - sky's the limit.

Role Description

As a Wealth Advisor at HSBC Life, you will be responsible for managing a portfolio of everyday to high net worth clients and providing them with customised financial advice and investment solutions. You will also be responsible for cultivating new business relationships and maintaining 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 organizational 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!