Wealth Solutions Consultant

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

With 150+ years of global financial expertise, HSBC Life empowers you to build trusted relationships and deliver solutions anchored by one of the world’s most resilient financial institutions. We keep our promises so you can help clients protect theirs—whether safeguarding wealth, preparing for emergencies, or achieving lifelong goals.

At HSBC Life, your success is measured by impact, not just income. You’ll grow professionally while making a tangible difference in clients’ lives.

Who We’re Looking For

We seek entrepreneurial consultant who embody these traits:

• Strategic Visionaries: Self-starters who balance innovation with disciplined planning
• Relationship Architects: Team players who thrive on exchanging ideas and building client trust
• Decisive Leaders: Confident decision-makers who provide clarity amid complexity

Key Responsibilities

• Identify, build, and manage a diverse client portfolio through tailored financial planning.
• Deliver life-confidence strategies: Insurance, wealth growth, and risk mitigation.
• Prospect and nurture client relationships with data-driven advice.
• Collaborate with cross-functional teams (legal, tax) for holistic solutions.

Requirements

• Minimum A-Level/Diploma (awarded by a polytechnic in Singapore) or degree.
• Entrepreneurial drive to win business and lead teams.
• Strong ethical judgment and client-first mindset.
• Proficiency in financial tools (training provided).

Why You’ll Thrive Here

• Rewards: Competitive package with up to $8,000 basic allowance, commissions, and bonuses.
• Growth: Leadership training to manage teams and earn certifications
• Wellness: Medical benefits (personal + family), retirement plans, and flexible work options.
• Legacy: Join a global brand trusted by millions to secure futures.