WEALTH MANAGER

2 weeks ago

Central Region, Singapore Asia Human Capital Pte Ltd Full time $80,000 - $120,000 per year

Job description

Company Description

HSBC Life invites you to join us and build your career with one of the largest and well known financial institutions in the world.

In creating our structure, we aimed to plug the gaps in the current field of financial advising. For we vowed to change the game for the better. We did this by introducing:

Flexible and hybrid working arrangements: As the job dictates that you are your own boss, we don't believe in micromanaging our advisors and allow them to work as and when they need to.

Support: We offer an array of support for our advisors to thrive. For, when you do well, we all do well. We offer 1-1 mentorship from some of the top dogs in the game, as well as regular career talks and seminars held by HSBC on how to grow in your career. We also facilitate focus groups so that all advisers can learn from one another.

High Commission: As a result of HSBC being a large financial institutions that owns it's own financial products, we are able to offer more attractive commission that allows advisors to earn up to 40% on each product sold.

We provide a basic allowance: While most advisor roles are purely commission based. We understand that this might not be for everyone. Hence, we have introduced a basic allowance scheme that allows our advisors to be financially supported while being challenged to hit their goals.

Leads are given to you: We offer several different avenues for you to pursue leads. As our intention is to change the game, we don't believe in "everyone fending for themselves". We believe in collaboration and supporting each other.

Travel: We have a number of attractive bonuses which include exclusive travel to some of the world's most incredible places.

We have all the tools you need to succeed and live a lifestyle that you desire. We invite you to join us, and build our team here in the ASEAN Region, because we believe, with the proper motivation and support - sky's the limit.

Role Description

As a Wealth Advisor at HSBC Life, you will be responsible for managing a portfolio of everyday to high net worth clients and providing them with customised financial advice and investment solutions. You will also be responsible for cultivating new business relationships and maintaining existing ones. This is a full-time, hybrid role, located in Singapore with flexibility for some remote work.

Qualifications

Bachelor's degree or Diploma

Excellent interpersonal and communication skills, with the ability to build and maintain relationships with everyday to high net worth clients

Ability to work independently and as part of a team, with strong organizational and time management skills

Proficiency in Microsoft Office and other relevant software

Compliance-minded with knowledge of relevant regulations and legislation

Professional certifications such as CFA, CFP, or CPWA are a plus

Multilingual abilities are a plus

Only shortlisted candidates will be contacted

  • Wealth Managers

    2 weeks ago

    Central Region, Singapore Wealth Asia LLP Full time $90,000 - $120,000 per year

    Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore Alan Lok & Associates Full time $60,000 - $120,000 per year

    Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial...

  • Wealth Management Intern

    2 weeks ago

    Central Region, Singapore Wealth Asia LLP Full time $30,000 - $90,000 per year

    Looking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management• Opportunity to progress to...

  • ParaPlanner (Flexi/FT/PT/Internship)

    1 week ago

    Central Region, Singapore Wealth Asia LLP Full time $40,000 - $80,000 per year

    Job Description & RequirementsOur company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client's wealth and financial portfolio, and allowing the Director to focus more on building client...

  • Director of Sales, Financial Services

    2 weeks ago

    Central Region, Singapore Titans Private Wealth Full time $150,000 - $200,000 per year

    Director of Sales, Financial Services (Experienced Hire)Are you ready to take your career in wealth management to the next level?Titans Private Wealth is expanding our wealth management team and we are searching for experienced and driven professionals with a passion for the wealth management industry to join us as a Director of Sales, Financial...

  • Wealth Management Assistant

    52 minutes ago

    Central Region, Singapore Reeracoen Singapore Pte Ltd Full time $80,000 - $120,000 per year

    Job title: Wealth Management Assistant (Japanese Speaking)Reference ID: 36885Salary Range: 5, ,000 SGDOur client is a leading financial institution in Singapore, seeking a Wealth Management Assistant to support their Wealth and Corporate Client Solutions division.【 Responsibilities 】- Manage and monitor clients' investment portfolios.- Prepare investment...

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore Prudential Singapore Full time $30,000 - $60,000 per year

    Prudential is amongst the largest and most renowned financial institutions globally, with the largest market share amongst insurers in Singapore for personal policies.Basic monthly salary of $3,000 to $6,000 depending on experience PLUS UNCAPPED commissions and bonuses. Prudential has among the best incentive structure in the insurance industry where you can...

  • Wealth Planning Manager

    1 week ago

    Central Region, Singapore PERSOL Full time $80,000 - $120,000 per year

    Our client, a leading financial institution, is seeking out individuals who have a drive in sales to provide financial advice and wealth management.2.5 months training and reimbursement of certifications provided5.5-day work weekBasic salary + Commission + Allowance ($300)Job Description:Provide financial advice to clients through offering wealth management...

  • Wealth Management Associate

    2 weeks ago

    Central Region, Singapore HSBC Life Full time $60,000 - $80,000 per year

    Are you embarking on a new career or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of...

  • Wealth Management Associate

    2 weeks ago

    Central Region, Singapore HSBC Life Full time $60,000 - $120,000 per year

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a...