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 individuals who are driven to make a positive impact beyond mere financial gains through meaningful investments. If you are a highly skilled and motivated investment professional who can contribute to our goals, we would love to meet you

**Responsibilities**:

- Expand business connections and grow the client base of the company.
- Conduct comprehensive financial needs analysis and offer valuable insights aligned with the client's objectives.
- Deploy strategies and sales processes to identify, target, and acquire clients across various wealth levels.
- Manage client investment portfolios and stay updated on market trends.
- Foster relationships with new and existing clients to facilitate business expansion.
- Attend monthly investment talks (expenses covered by the company).
- Receive training to lead a team of trainees after one year of training.
- Organize and extend invitations to clients for investment events.
- Stay informed about 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.
- All training fees paid by the company.

**Requirements**:

- Polytechnic Diploma or Degree in any field.
- Strong communication and networking, financial modelling skills.
- Ability to organise and track overlapping tasks and assignments, with frequent priority changes.
- New joiners/applicants looking for career switch are welcome (Driven and self-motivated, hungry for success).
- Entry-level applicants are welcome.
- Able to start on a short notice.

Do note that this is a client-facing role.

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

**Salary**: $2,000.00 - $8,000.00 per month

**Benefits**:

- Flexible schedule
- Work from home

Supplemental pay types:

- Commission pay
- Performance bonus

**Education**:

- Local Polytechnic Diploma (preferred)

Work Location: Hybrid remote in Singapore 189767

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