Wealth Consultant at HSBC Life (Work-Life Balance and High Commission Role)

ONLY SINGAPOREANS AND Permanent resident (PR)

Company Description

At HSBC Life, we invite you to join one of the largest and most well-known financial institutions in the world—a brand you see at Changi Jewel and recognize when you fly!

We strive to differentiate ourselves through innovative methods that have proven to deliver success, with an award-winning, structured system.

Laptop Provided on Day 1
Sign-up Bonus on Day 1

Strong Support System:
We provide a comprehensive support system to ensure your success, including regular one-on-one mentorship—especially during your first three months. We’ll guide you through every step of your journey.

Customized Training:
Learning is key to progress. Before you start, you'll attend a beginner's training session with HSBC’s training department, followed by in-depth advanced training with industry experts. This is just the beginning; we also provide weekly training sessions on prospecting methods, skill development, and key knowledge areas.

Flexible Working Arrangements:
We believe everyone is their own boss and offer flexibility to help you thrive. Whether you're working from home, the office, or on the go, we support your independence and provide coaching when needed.

Remuneration:
We know pay is important. At HSBC Life, we offer a competitive basic allowance, quarterly bonuses, recurring bonuses, and commissions of up to 50%.

Provided Leads:
A strong start is key to a successful career. We provide a steady stream of leads from Day 1 to give you an edge over your peers. This is part of our commitment to proper nurturing and grooming.

Fast-Track Career:
At HSBC Life, we believe in a partnership. When you succeed, we succeed. Promotions can happen in just 4 short years, and with the right tools and support, we’ll help you get there. While nothing in life comes easy, we are committed to your growth.

Travel and Culture:
The world is a beautiful place, especially when you get to experience it. At HSBC Life, we reward top performers with travel incentives. Best of all, your team will be with you—motivated, driven, young, and passionate.

We invite you to join us. With determination, desire, discipline, and our structured system, you can achieve the life you desire!

Role Description

As an Investment Associate at HSBC Life, your role will involve engaging with both everyday individuals and high-net-worth clients to provide holistic financial advice. This includes offering customized solutions for legacy and estate planning, asset allocation, and investment strategies. You will also build and maintain business relationships with new and existing clients, both locally and internationally. Your work will be flexible—you’ll have the opportunity to work from home, the office, or on the go.

Qualifications

1. Bachelor's Degree, Diploma, or A-Levels (JC)
2. Excellent interpersonal skills, a willingness to learn, determination, and the ability to communicate effectively with both everyday individuals and high-net-worth clients.
3. Strong teamwork, discipline, self-motivation, a passion for the business, and organizational skills are a plus.
4. Professional certifications (e.g., CFA, CFP, CPWA) are beneficial.
5. Proficiency in Microsoft Office, Social Media, and Affiliate Marketing is preferred.
6. Multilingual abilities are a plus.
7. Singaporean/PR only.