Wealth Solutions Advisor (Hybrid, Singapore)

HSBC Recruitment

Singapore

Hybrid

SGD 60,000 - 90,000

Full time

16 hours ago
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Job summary

HSBC Singapore is recruiting a Financial Services Consultant for a full-time hybrid role based in Singapore. You will engage clients, assess financial needs, and deliver tailored banking solutions while maintaining excellent service.

The role also involves analyzing data, preparing reports, and providing insights to help clients reach their financial goals. You will collaborate across departments to drive results, adapt to changing market conditions, and balance in-office and remote tasks in a

Qualifications

  • Proficiency in Finance and Financial Services, including a solid understanding of banking products and solutions
  • Strong Analytical Skills, with the ability to interpret financial data and identify trends
  • Experience in Consulting and providing client-focused solutions
  • Excellent Communication skills, both verbal and written, to effectively engage with clients and collaborate with internal teams
  • Professional certifications (e.g., CFA, CFP, or equivalent) and prior experience in financial consulting are advantageous
  • Ability to work in a hybrid setting, balancing in-office responsibilities with remote tasks
  • Customer-focused mindset with problem-solving capabilities
  • Bachelor’s degree in Finance, Business, Economics, or a related field

Responsibilities

  • Engage with clients to understand their financial needs and provide tailored solutions.
  • Ensure excellent customer service and client satisfaction.
  • Analyze financial data and prepare reports for clients.
  • Offer insights to help clients achieve financial goals.
  • Collaborate with teams across departments to drive results.
  • Support business objectives through cross-functional cooperation.

Skills

Analytical skills
Consulting experience
Communication skills
Hybrid work capability
Problem solving

Education

Bachelor’s degree in Finance, Business, Economics, or related field
CFA/CFP certifications advantageous

Job description

HSBC Singapore is recruiting a Financial Services Consultant for a full-time hybrid role based in Singapore. You will engage clients, assess financial needs, and deliver tailored banking solutions while maintaining excellent service.

The role also involves analyzing data, preparing reports, and providing insights to help clients reach their financial goals. You will collaborate across departments to drive results, adapt to changing market conditions, and balance in-office and remote tasks in a

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