Wealth Manager with HSBC Life Corporate

HSBC Life invites you to join us and build your career with one of the largest and well-known financial institutions in the world.

In creating our structure, we aimed to plug the gaps in the current field of financial advising. We vowed to change the game for the better by introducing:

1. Flexible and hybrid working arrangements: As the job dictates that you are your own boss, we don't believe in micromanaging our advisors and allow them to work as and when they need to.
2. Support: We offer an array of support for our advisors to thrive. When you do well, we all do well. We provide 1-1 mentorship from some of the top professionals in the field, as well as regular career talks and seminars held by HSBC on how to grow in your career. We also facilitate focus groups for advisors to learn from one another.
3. High Commission: As a result of HSBC being a large financial institution that owns its own financial products, we can offer more attractive commissions that allow advisors to earn up to 40% on each product sold.
4. Basic Allowance: While most advisor roles are purely commission-based, we understand that this might not be for everyone. Hence, we have introduced a basic allowance scheme that supports our advisors financially while challenging them to hit their goals.
5. Leads Provided: We offer several different avenues for you to pursue leads. Our intention is to change the game; we believe in collaboration and supporting each other.
6. Travel: We have a number of attractive bonuses, including exclusive travel to some of the world's most incredible places.

We have all the tools you need to succeed and live a lifestyle that you desire. We invite you to join us and build our team here in the ASEAN Region, because we believe that with the proper motivation and support, the sky's the limit.

Role Description

As a Private Wealth Manager at HSBC Life, you will be responsible for managing a portfolio of high net worth clients and providing them with customized financial advice and investment solutions. You will also be responsible for cultivating new business relationships and maintaining existing ones. This is a full-time, hybrid role, located in Singapore with flexibility for some remote work.

Qualifications Needed for This Role:

1. CMFAS RES5, M9, M9A, and HI. HSBC Life will sponsor candidates to obtain these regulatory papers if they do not have them.
2. Bachelor's degree or Diploma.
3. Excellent interpersonal and communication skills, with the ability to build and maintain relationships with high net worth clients.
4. Ability to work independently and as part of a team, with strong organizational and time management skills.
5. Proficiency in Microsoft Office and other relevant software.
6. Compliance-minded with knowledge of relevant regulations and legislation.
7. Professional certifications such as CFA, CFP, or CPWA are a plus.
8. Multilingual abilities are a plus.

Only shortlisted candidates will be contacted!