Wealth Solutions Consultant

AYO ADVISORY; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Structured training

Mentorship

Wealth platform

Performance incentives

Lead generation

Career path

Incentive trips

Job summary

AYO Advisory, representing HSBC Life, invites experienced wealth advisors to join a platform backed by a global financial services leader. You will advise clients on wealth planning, manage relationships, and actively grow your portfolio with strong support and mentorship.

Structured training, access to a comprehensive wealth solutions platform, and performance-based earning opportunities are offered to fast-track your career in wealth solutions management within HSBC’s international network.

Qualifications

• Singapore Citizens / Singapore Permanent Residents (not legally mandated but stated in original JD)
• Minimum age 21 (not legally mandated but stated in original JD)
• GCE A-Level or Singapore local Polytechnic Diploma and above (educational qualification stated in original JD)

Responsibilities

• Advise clients on protection, investment, retirement, and legacy planning to meet their financial goals
• Build and maintain long-term client relationships to foster trust and loyalty
• Develop and expand a client portfolio through proactive networking, referrals, and lead support

Skills

Client relationship management

Financial planning

Networking

Advisory services

Education

GCE A-Level or Polytechnic Diploma

Job description

Company Overview

AYO Advisory is an Agency Unit representing HSBC Life. HSBC is one of the world's leading international financial services organisations, serving millions of customers across more than 60 countries and territories.

We provide holistic financial solutions leveraging global expertise to help clients confidently manage their wealth and life goals.

Job Summary

Build a rewarding career in wealth advisory by advising clients on financial planning, managing client relationships, and growing your portfolio with support from a global financial services leader.

Responsibilities

• Advise clients on protection, investment, retirement, and legacy planning to meet their financial goals
• Build and maintain long-term client relationships to foster trust and loyalty
• Develop and expand a client portfolio through proactive networking, referrals, and lead support

Preferred competencies and qualifications

• Singapore Citizens / Singapore Permanent Residents (not legally mandated but stated in original JD)
• Minimum age 21 (not legally mandated but stated in original JD)
• GCE A-Level or Singapore local Polytechnic Diploma and above (educational qualification stated in original JD)

What We Offer

• Structured training and 1-to-1 mentorship
• Comprehensive wealth solutions platform
• Performance-based income with uncapped earning potential
• Business development and lead-generation support
• Fast-track pathway to Wealth Solutions Manager/Director
• Performance incentives, recognition, and overseas incentive trips

If you're looking for more than a job - a platform to build a lasting career in wealth advisory, backed by a global name and a genuinely supportive team, we'd love to hear from you.