Wealth Management Advisor

HSBC Life (Singapore) Pte Ltd - Peh Boon Wei
Singapore
SGD 60,000 - 80,000
Job description
  • Only SINGAPOREANS/PRs may apply
  • Minimum Education: Local Diploma or ‘A’ Levels Certification

We are continually expanding our team of successful individuals and we sincerely wish to meet you.

Job Highlights:

  1. Competitive salary to help kick-start your career
  2. Family-oriented environment
  3. One-on-one mentorship and guidance
  4. Excellent opportunities for career progression and awards recognition
  5. Flexible working hours and location
  6. Opportunities to attend overseas conventions

Job Description:

As a financial consultant, you will provide reliable advice on personal risk management and contribute to wealth accumulation through financial planning. You will be generously rewarded for your efforts, with your income growing alongside the success of your clients' portfolios.

Key Responsibilities:

  • Conduct thorough assessment of clients’ financial situations and goals
  • Provide reliable advice on personal risk management and wealth accumulation strategies
  • Develop and implement customized financial plans for clients
  • Build and maintain strong relationships with clients, ensuring their needs are met
  • Stay updated on industry trends, regulations, and financial products

What We Offer:

  • Attractive bonuses, commissions, incentives and awards
  • Opportunities for overseas trips and conventions
  • Personal guidance and mentorship by high-performing management, fieldwork with experienced seniors
  • Tested and proven methods to acquire sales volume
  • A conducive and engaging work environment
  • Development of strong interpersonal and financial skills
  • A clear path toward management roles

Requirements:

  • Aged 21 and above (MAS Requirement)
  • Candidates must possess at least A Levels, a Diploma, or a Degree
  • Proficiency in English
  • Highly driven and motivated individuals
  • Excellent communication and interpersonal skills
  • Open to applicants with or without relevant experience; training will be provided
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