hsbc life agency sales manager
7 days ago
As a HSBC Life Financial Advisory, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their road to retirement. And you'll assist them in protecting themselves against the unexpected.
Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Job Highlights
- Join the top performing organization.
- Award Winning Wealth Consultants under HSBC Life
- Warm and Supportive Team with personal 1 to 1 Mentorship
- Time-tested, Award Winning Proven Success System
Job Description
Looking for Work Life Balance ✓ Job Satisfaction ✓ Good Remuneration ✓
If you're looking for the following benefits below, we want you
- Client Assessment:Evaluate a client's financial health, goals, risk tolerance, and time horizon.
- Financial Planning:Develop personalized financial plans, which may include budgeting, savings goals, and strategies for major life events.
- Investment Advice: Recommend suitable financial products, such as stocks, bonds, and mutual funds, and help clients understand their associated risks.
- Retirement Planning: Guide clients in planning for retirement by developing strategies to meet their retirement income needs.
- Insurance & Estate Planning: Advise on insurance needs and help clients create estate plans to manage assets after death.
- Client Relationship Management: Build and maintain strong, trust-based relationships with clients through regular communication and updates.
- Portfolio Management: Monitor client investment portfolios and make adjustments as needed to align with changing market conditions and goals.
Do not be afraid if you're inexperienced, 1 to 1 mentorship will be given to you from start to the end.
Please register your interest to find out more about our welcome packages.
What You will achieve:
- Dedicated training and certification awarded (CMFAS M5, M9, CMFAS M9A, IBF, etc)
- Great opportunities for Career Advancement & Development (CFP,CFA)
- Annual overseas trips (conventions, planning conference, etc.)
- Flexible working hours - Work-life Balance
- Training for Personal Growth
- One-to-one Mentorship and Personalized Guidance for success
Job Requirements
- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
- 21 years old and above (Based on MAS requirement) - we welcome candidates who are turning 21 soon.
- Committed Individuals
- Highly motivated, determined with strong integrity and ethics
- No work experience required
Maximize your potential and join our organisation today
Interested Parties are invited to apply online via APPLY NOW button. Only Shortlisted Parties will be contacted
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