
HSBC Life Investment Associate
2 weeks ago
Company Description
At HSBC, we're part of one of the largest and most recognized financial institutions in the world a brand you'll see worldwide, at Changi Jewel, and even in the skies when you fly backed by over US$3 trillion in assets and a global presence in 60+ countries. Here, we don't just manage wealth, we help you build a high-performing career with world-class training, mentorship, and fast-track growth opportunities.
What Sets Us Apart
Strong Support System
We guide you every step of the way with 1-on-1 mentorship, especially in your first 3 months. Our "hand-held" approach ensures you start strong and grow fast.
Customized Training
Before you start, you'll receive comprehensive beginner training from HSBC's training department, followed by advanced programs led by top performers. Learning continues with weekly skill-building and prospecting workshops to keep you ahead.
Flexible Working Arrangement
Be your own boss — work from home, the office, or on the go. We give you space to thrive, with coaching available when you need it.
Attractive Remuneration
Enjoy a basic allowance, quarterly and recurring bonuses, and high commissions of up to 50% — because your success should be rewarding in every sense.
Provided Leads
From Day 1, you'll receive quality leads so you can focus on what matters closing deals and building relationships giving you an edge over the competition.
Fast-Track Career Growth
With our proven system, you can rise to top leadership in as little as 4 years. We succeed when you succeed.
Travel & Culture
Earn travel incentives and explore the world with a motivated, driven, and passionate team.
We invite you to join us. With determination, discipline, and our structured support, you can build the career — and life — you've always wanted.
Role: Investment Associate
As a Investment Associate, you will:
- Engage with both everyday individuals and high-net-worth clients.
- Provide holistic financial advice covering legacy planning, estate planning, asset allocation, and investment strategies.
- Build and maintain strong client relationships, locally and internationally.
- Follow up to ensure long-term client satisfaction.
- Work flexibly — from home, the office, or on the move.
Qualifications
Bachelor's Degree or Diploma or JC
Great interpersonal skills, willing to learn attitude, determined and able to communicate effectively with retail investors and high net worth individuals
Strong teamwork, discipline, self-motivated, passion for the business and good organisational skills are a bonus
Professional certifications such as CFA, CFP, or CPWA would be beneficial
Well-groomed are preferred
Multi-linguistic Abilities are a plus
- Singaporean/PR only
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