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 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, $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

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