Hsbc Life- Wealth Management Advisor(Sales Role)

1 week 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.

A **wealth management advisor** provides comprehensive financial services, creating and executing personalized financial plans, managing investment portfolios, and offering advice on estate, and risk management to help clients achieve their financial goals. Their responsibilities include building client relationships, performing investment research and management.

Key Responsibilities
- **Financial Planning**:Developing personalized long-term financial plans to help clients achieve goals such as retirement, wealth transfer, and philanthropy.
- **Investment Management**:Researching and selecting suitable investment products, managing client portfolios, and monitoring performance to achieve financial objectives and a desired risk tolerance.
- **Tax & Estate Planning**:Providing strategic tax planning to minimize tax liabilities and assisting with estate planning to facilitate wealth transfer to heirs.
- **Risk Management**:Identifying and mitigating financial risks through strategies like insurance, asset protection, and risk management advice.
- **Client Relationship Management**:Building trust and fostering long-term relationships with high-net-worth individuals by providing expert advice and tailored solutions.

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

**Benefits**:

- Up to 12,000 basic allowance, commission and business allowance
- Opportunity to develop your leadership and management skills by leading a team of professional Wealth Advisor.
- Personal and family Medical benefit
- Retirement package provided.

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

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

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

**Benefits**:

- Flexible schedule
- Health insurance
- Professional development

**Education**:

- Bachelor's or equivalent (required)

License/Certification:

- Singapore Passport (required)

Work Location: In person

  • Hsbc Life-wealth Advisor(Sales)

    1 week 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...

  • Hsbc Life-wealth Management Advisor

    4 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...

  • Life- Wealth Management Advisor(Sales role)

    3 days ago

    Downtown Core, Singapore HSBC Full time $4,000 - $12,000 per year

    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...

  • Hsbc Life Financial Planner

    1 week ago

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

    **Take Charge of Your Future: Join HSBC Life as a Premier Financial Planner!** Looking for a career that combines flexibility, financial success, and personal growth? At HSBC Life, we empower you to build a fulfilling career while making a difference in people’s lives. **What’s in It for You?** **Work Your Way** Achieve true work-life balance with...

  • Financial Planner

    2 weeks ago

    Downtown Core, Singapore HSBC Life 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...

  • Wealth Management Associate

    4 days ago

    Downtown Core, Singapore HSBC Life Full time

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? (T&C applies. Refer to job requirement) **Job scope**: - Assist clients in their financial goals through risk & asset management solutions - Regular review and updates clients on their investment portfolios - Estate planning for high net...

  • Wealth Management Associate

    3 days ago

    Downtown Core, Singapore HSBC Life Full time

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? (T&C applies. Refer to job requirement) **Job scope**: - Assist clients in their financial goals through risk & asset management solutions - Regular review and updates clients on their investment portfolios - Estate planning for high net...

  • Relationship Manager

    6 days ago

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

    **Shape Your Future. Build a Career That Matters.** **Join HSBC Life - A Global Banking Family** Are you a mid-career switcher or someone rejoining the workforce? Looking for a career that offers financial success and personal growth—without compromising the time that matters most to you? At HSBC Life, we empower individuals to build meaningful,...

  • Financial Planner

    1 week ago

    Downtown Core, Singapore HSBC Group Full time

    **HSBC Life (APAC-Singapore)** As part of the HSBC Group, we provide a range of products and services backed by HSBC's extensive financial expertise, which has been built over 150 years and has an outstanding reputation in finance, international services, and establishing trusted relationships. We have gathered a team of passionate and committed...

  • Next-gen Wealth Advisor

    7 days ago

    Downtown Core, Singapore PAG Advisors Pte Ltd Full time

    Just completed National Service? Ready to level up your future? We're looking for motivated and driven individuals to join us as **Next-Gen Wealth Advisors** — a role designed specifically for those stepping into their careers post-NS. This opportunity provides comprehensive training, mentorship, and fast-track progression to help you build a successful...