Wealth Solution Consultant

HSBC Life Singapore – Altus Advisory

About the Role Join one of the largest organizations within HSBC Life Singapore – Altus Advisory as a Wealth Solutions Consultant .

This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.

Key Responsibilities

1. Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
2. Develop personalized wealth accumulation, protection, and retirement strategies.
3. Advise clients on investment, savings, and legacy planning solutions.
4. Build and maintain long-term client relationships through regular portfolio reviews.
5. Educate clients on financial concepts and recommend suitable wealth management strategies.
6. Prepare financial analyses, recommendations, and reports to support clients' financial decisions.
7. Stay updated with market developments and regulatory requirements.

What We're Looking For

1. Singapore Citizen or Permanent Resident.
2. Minimum qualification of:
3. Diploma from a Local Polytechnic or equivalent;OR
4. GCE 'A' Levels; OR
5. Bachelor’s degree in any field
6. Strong interpersonal and communication skills.
7. Self-motivated with a desire to build a successful career.

Benefits

1. Competitive remuneration: SGD $4,000 – $12,000
2. Quarterly performance incentives and bonuses
3. Welcome bonus upon confirmation
4. Supportive and collaborative team environment
5. Structured mentorship and career progression pathway
6. Access to HSBC's extensive client ecosystem and resources