Wealth Management Advisor

3 days ago

Downtown Core, Singapore HSBC Life Full time

HSBC Life a subsidiary of the HSBC Group, we offer products and services secured by HSBC's financial backbone, strengthened by over 150 years of experience in finance, international services and building trusted relationships. We keep our promises, so you can fulfil yours. We believe that a successful career goes beyond monetary rewards. At HSBC Life, every day you get a chance to make a difference. Whether it’s growing client's wealth or financial protection, you are empowered to help your clients prepare for life’s unexpected emergencies and help them reach their goals so that they can be life confident.

We are looking for people who are:

- A self-starter with an entrepreneurial mindset to drive and win business
- Able to strategize and prioritize work plans with strong business vision
- Team player who is able to frequently exchange ideas with other team members and colleagues
- Decision maker, capable of providing judgment and clear direction within the established framework

If you carry the above attitude and possess result-oriented, ambitiously driven to achieve your career and financial goals, we welcome you to join us as a Wealth Manager.

Key Responsibilities:

- Proactively manage and nurture relationships with high-net-worth individuals, families, and businesses, acting as their trusted advisor in all matters related to wealth management.
- Conduct in-depth client consultations to understand their financial objectives and provide tailored strategies in areas such as investments, retirement, estate planning, tax efficiency, and risk management.
- Present a wide range of investment options, manage portfolio allocations, and advise clients on suitable asset classes and risk profiles. Monitor performance and adjust strategies as needed.
- Identify opportunities for new business and referrals through networking, client outreach, and marketing initiatives. Work to expand the client base through targeted sales efforts and relationship-building activities.
- Ensure clients' satisfaction through timely follow-ups, regular portfolio reviews, and responsive support. Address and resolve any concerns or issues promptly.
- Ensure compliance with regulatory standards and internal procedures. Keep detailed records of client interactions, meetings, and recommendations.
- Stay informed about the financial markets, industry trends, economic factors, and regulatory changes to offer the most up-to-date advice to clients.
- Meet or exceed sales targets and performance metrics, contributing to the overall success of the firm.

Job Requirements:
Minimum A level/Diploma qualification, diploma awarded by a polytechnic in Singapore or degree above.

**Benefits**:

- Up to 8000 basic allowance, commission and business allowance
- Opportunity to develop your leadership and management skills by leading a team of professional Wealth Manager.
- Personal and family Medical benefit
- Retirement package provided.

To join us and make a real difference, send in your resume now.

Pay: $4,500.00 - $12,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus

**Education**:

- Local Polytechnic Diploma (required)

License/Certification:

- Singapore Passport (required)

Work Location: In person

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