Wealth Solutions Manager
About the company
At HSBC Life, we are committed to developing future leaders in the financial services industry. We are expanding our team and seeking driven individuals with strong interpersonal skills, a proactive mindset, and a passion for helping clients achieve their financial goals.
Your tasks
This client-facing role combines financial advisory, relationship management, and business development, with a structured career pathway toward management opportunities within 2–3 years.
- Review clients’ financial portfolios and understand their financial priorities and long-term objectives.
- Recommend suitable investment and financial solutions based on individual client needs.
- Expand client networks through networking events, referrals, and business development activities.
- Build lasting client relationships through regular communication, portfolio reviews, and client appreciation initiatives.
- Participate in continuous professional development and mentorship programs led by experienced senior leaders.
Requirements
- Nationality: Singapore Citizens and Permanent Residents (PRs) only.
- Age: Minimum 21 years old.
- Educational Qualifications: Four GCE A-Level passes or equivalent, a recognized local diploma, or a recognized diploma comprising at least 900 academic hours with formal graded examinations.
- Professional Licensing: Willingness to complete the four mandatory CMFAS examination papers (M5, M9, M9A, and HI), with the first examination fee sponsored by the company.
What we offer
- Career Progression: Structured career development with opportunities to advance into management within 2–3 years.
- Attractive Remuneration: Basic allowance ranging from SGD 5,000 to SGD 12,000+, with uncapped commission opportunities and performance bonuses.
- Overseas Incentives: Opportunities to enjoy company-sponsored overseas incentive trips.
- Flexible Work Arrangements: Flexible working hours and location based on client appointments and business needs.
- Training & Mentorship: Dedicated one-to-one coaching and ongoing professional development support.