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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Additional Information
We’re dedicated to helping you take control of your financial future.

Agency Address

150 Beach Road, #04-07
Gateway West
Singapore 189720

MAS Registered · RNF: ILW300805707 ·

Isaac Lim from Altus Advisory, an agency unit representing HSBC Life (Singapore) Pte. Ltd, is solely responsible for the entire content of this website.

Please note that the ownership of this website belongs to a representative of HSBC Life (Singapore) Pte. Ltd.

I am wholly responsible for the content contained in this website. It only contains my thoughts, and opinions.

The website is for informational purposes only and is not endorsed by HSBC Life (Singapore) Pte. Ltd. nor does it constitute any official communication of HSBC Life (Singapore) Pte. Ltd.

http://insurance.hsbc.com.sg/hsbclife/disclaimer


The contents of this Website have not been reviewed by the Monetary Authority of Singapore (MAS).

2026 MoneyMethods.sg. All Rights Reserved.

We’re dedicated to helping you take control of your financial future.

Agency Address

150 Beach Road, #04-07
Gateway West
Singapore 189720

MAS Registered · RNF: ILW300805707 ·

Isaac Lim from Altus Advisory, an agency unit representing HSBC Life (Singapore) Pte. Ltd, is solely responsible for the entire content of this website.

Please note that the ownership of this website belongs to a representative of HSBC Life (Singapore) Pte. Ltd.

I am wholly responsible for the content contained in this website. It only contains my thoughts, and opinions.

The website is for informational purposes only and is not endorsed by HSBC Life (Singapore) Pte. Ltd. nor does it constitute any official communication of HSBC Life (Singapore) Pte. Ltd.

http://insurance.hsbc.com.sg/hsbclife/disclaimer


The contents of this Website have not been reviewed by the Monetary Authority of Singapore (MAS).

2026 MoneyMethods.sg. All Rights Reserved.

We’re dedicated to helping you take control of your financial future.

MAS Registered · RNF: ILW300805707 ·

Isaac Lim from Altus Advisory, an agency unit representing HSBC Life (Singapore) Pte. Ltd, is solely responsible for the entire content of this website.

Please note that the ownership of this website belongs to a representative of HSBC Life (Singapore) Pte. Ltd.

I am wholly responsible for the content contained in this website. It only contains my thoughts, and opinions.

The website is for informational purposes only and is not endorsed by HSBC Life (Singapore) Pte. Ltd. nor does it constitute any official communication of HSBC Life (Singapore) Pte. Ltd.

http://insurance.hsbc.com.sg/hsbclife/disclaimer


The contents of this Website have not been reviewed by the Monetary Authority of Singapore (MAS).

2026 MoneyMethods.sg. All Rights Reserved.

Agency Address

150 Beach Road, #04-07
Gateway West
Singapore 189720