HSBC Life Investment Associate

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