Financial Planner

9 hours ago

Downtown Core, Singapore HSBC Insurance (Singapore) Pte. Limited Full time

As part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspire to make a difference beyond financial returns by making impactful investments. If you are a high calibre, energetic and driven investment professional who can help us achieve our aspirations, we want to meet you

**Job Scope**:

- Expand business contact and increase client base for company.
- Perform financial needs analysis and value add to client’s objective.
- Implement strategies and sales processes to identify, target and acquire clients

across various wealth spectrum.
- Handle client’s investment portfolios and update market movement.
- Develop relationships with new and existing clients in order to expand the business.
- Attend investment training monthly.
- Organize and invite clients for investment events.
- Keeping abreast of current events, critical issues, and relevant news.

**Remuneration Package & Benefits**:

- Fast track career progression.
- Uncapped remuneration to be achieved.
- Career development training will be provided.
- Monthly investment training by Top Fund Houses.

**Requirements**:

- Polytechnic diploma or degree in any field.
- Strong communication and networking.
- Ability to organise and track overlapping tasks and assignments, with frequent priority

changes.
- Fresh graduates and mid-career switch applicants are welcome

**Job Types**: Full-time, Part-time, Permanent, Internship, Fresh graduate

**Salary**: From $3,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: Hybrid remote in Singapore 189767

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