Wealth Solutions Consultant

Wealth Solutions Consultant

Location

On-site (HSBC LIFE)

Type

Full Time

Overview

Join HSBC Life and build a career in wealth management and financial advisory within a global banking group.

Key Responsibilities

  • Assist clients in their financial goals through wealth & risk management solutions

  • Regular review and updates clients on their investment portfolios

  • Estate planning for high net worth clients

  • Managing corporate risk for business owners and key partners

  • Client acquisition & servicing to retain and develop sustainable relationships over long term

Required Skills & Qualifications

  • At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field

  • Must be above age 21 (local regulatory requirement)

  • Singaporean & PR only (local regulatory requirement)

  • Experience not necessary as training will be provide

  • Good knowledge of banking, investment and wealth management products is an added advantage

    *Please take note that this is not an internship position. Applicants seeking internship position should not apply.

What We Offer

  • Fast career advancement opportunity

  • Structured trainings provided

  • Friendly and supportive working environment

  • Personal mentorship and coaching

  • Transition package for mid-career switcher (terms & conditions apply)

Submit your Application

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