Wealth Solutions Trainee: Client-Facing + Mentorship

HSBC Life; Singapore; On-site; SGD 32,000 - 52,000; Full time

Benefits offered by this job

Licensing pathway

Structured onboarding

Mentorship programme

Weekly coaching

Job summary

HSBC Life is inviting fresh graduates or career switchers to join our Wealth Solutions Consultant Management Trainee programme in Singapore. You’ll receive training, mentorship, and hands-on exposure to client advisory work as part of a structured pathway.

You’ll learn wealth and investment advisory conversations, support client reviews, and participate in product/market learning sessions while building relationships through referrals and events.

Qualifications

• Strong communication and willingness to learn.
• Coachable, consistent, and goal-driven.
• Comfortable with a client-facing environment.
• Singaporeans/PRs (if applicable).

Responsibilities

• Learn how to conduct wealth & investment advisory conversations (protected under training & supervision).
• Support client reviews and updates on market movements.
• Attend product and investment learning sessions with leading fund partners.
• Build client relationships through referrals, events, and warm outreach.

Skills

Communication

Willingness to learn

Coachable

Client-facing

Job description

HSBC Life is inviting fresh graduates or career switchers to join our Wealth Solutions Consultant Management Trainee programme in Singapore. You’ll receive training, mentorship, and hands-on exposure to client advisory work as part of a structured pathway.

You’ll learn wealth and investment advisory conversations, support client reviews, and participate in product/market learning sessions while building relationships through referrals and events.