Financial Services Consultant

An exciting opportunity to join HSBC Life Singapore, a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team.

Responsibilities

• Build and maintain strong, long-term relationships with clients
• Understand clients’ financial goals, needs, and risk profiles through comprehensive financial reviews
• Provide tailored recommendations on insurance, investment, savings, and retirement planning solutions
• Conduct regular portfolio reviews and update financial plans to meet clients’ evolving needs
• Stay up to date with market developments, product offerings, and regulatory requirements
• Participate in structured training programmes and obtain required professional certifications
• Achieve individual performance targets while delivering excellent client service and satisfaction

Requirements

• Diploma or Degree in a related discipline
• CMFAS certifications (M5, M9, M9A, HI and/or M8A) preferred; candidates willing to obtain the required certifications are welcome to apply
• Strong interpersonal, communication, and relationship-building skills
• Self-motivated, driven, and goal-oriented with a proactive attitude
• Prior experience in sales, banking, financial services, or insurance is advantageous but not essential

Certifications

• CMFAS certification (M5, M9, M9A, HI, and/or M8A)

Compensation & Benefits

• Allowance + commission structure, variable based on performance
• Structured training and professional development opportunities within HSBC Life

About HSBC Life

HSBC Life Singapore is part of the HSBC Group, a global banking and financial services organisation. We are committed to helping customers protect what matters most and achieve their long-term financial goals through comprehensive insurance and wealth planning solutions.