Wealth Solutions Development Manager - Investments (Mid-Career Switchers Welcome)

HSBC Recruitment; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

HSBC is hiring a Financial Services Consultant in Singapore for a full-time hybrid role with some remote work. You will provide personalized financial advice, analyze client needs, and recommend suitable financial solutions while maintaining strong client relationships and ensuring regulatory compliance.

The position emphasizes experience in finance, consulting, and the ability to work in a hybrid environment, with a focus on serving high-net-worth clients.

Qualifications

• Strong knowledge in Finance and Financial Services.
• Experience in Consulting and delivering tailored client solutions.
• Excellent Analytical Skills for interpreting financial data and developing strategies.
• Strong Communication skills, including the ability to build lasting relationships and present financial advice effectively.
• Familiarity with regulatory compliance and the financial landscape in Singapore.
• Relevant certifications or qualifications in finance or related fields are advantageous.

Responsibilities

• Provide personalized financial advice to clients.
• Analyze clients' financial needs and current portfolios.
• Recommend suitable financial solutions and investments.
• Support clients in achieving financial goals.
• Maintain strong client relationships and regular reviews.
• Offer insights into HSBC products and services.
• Ensure compliance with regulatory guidelines.

Skills

Finance knowledge

Consulting

Analytical skills

Communication skills

Regulatory compliance

Singapore market awareness

High-net-worth experience (nice toHave

Education

Relevant certifications or qualifications in finance

Job description

Global financial services organization serving over 40 million customers, including individuals, businesses, and governments, across 64 countries and territories. With a strong international presence, We leverages its unique expertise and global network to create opportunities and deliver tailored financial solutions. We committed to fostering growth and connecting its customers to a world of opportunity.

Role Description

This is a full-time hybrid role for a Financial Services Consultant based in Singapore, with flexibility for some remote work. Responsibilities include providing personalized financial advice, analyzing clients' financial needs, recommending suitable financial solutions, and supporting clients in achieving their financial goals. The role also involves maintaining strong client relationships, offering insights into products and services, and ensuring compliance with regulatory guidelines.

Qualifications

• Strong knowledge in Finance and Financial Services
• Experience in Consulting and delivering tailored client solutions
• Excellent Analytical Skills for interpreting financial data and developing strategies
• Strong Communication skills, including the ability to build lasting relationships and present financial advice effectively
• Familiarity with regulatory compliance and the financial landscape in Singapore
• Relevant certifications or qualifications in finance or related fields are advantageous
• Proven ability to work in a hybrid environment, balancing in-office and remote responsibilities
• Prior experience working with high-net-worth individuals is a plus