Wealth Solutions Advisor - Client Growth & Planning

HSBC Life (SG); Singapore; On-site; SGD 89,280 - 133,920; Full time

Benefits offered by this job

Competitive package with up to $8,000 basic allowance

Medical benefits (personal + family)

Retirement plans

Flexible work options

Leadership training

Job summary

HSBC Life (SG) is seeking an entrepreneurial consultant to build and manage a diverse client portfolio. You will deliver tailored financial planning and life-confidence strategies, ensuring effective client relationship management.

Ideal candidates possess an A-Level/Diploma or degree, with a strong drive to succeed and a client-first mindset. The role offers a competitive package, leadership training, and various wellness benefits to promote professional growth.

Qualifications

• Minimum educational qualification: A-Level/Diploma awarded by a polytechnic in Singapore or degree.
• Demonstrated entrepreneurial drive to win business and lead teams.
• Ability to navigate client relationships with ethical judgment.

Responsibilities

• Identify and manage a diverse client portfolio through tailored financial planning.
• Deliver life-confidence strategies including insurance, wealth growth, and risk mitigation.
• Collaborate with cross-functional teams for holistic solutions.

Skills

Entrepreneurial drive

Strong ethical judgment

Proficiency in financial tools

Education

A-Level/Diploma or degree

Job description

HSBC Life (SG) is seeking an entrepreneurial consultant to build and manage a diverse client portfolio. You will deliver tailored financial planning and life-confidence strategies, ensuring effective client relationship management.

Ideal candidates possess an A-Level/Diploma or degree, with a strong drive to succeed and a client-first mindset. The role offers a competitive package, leadership training, and various wellness benefits to promote professional growth.