Job description
Join our client, a Private Advertiser, as an HSBC Life Wealth Solutions Consultant. This full‑time role focuses on building trusted relationships with high-potential clients, delivering holistic wealth plans, and expanding opportunities domestically and overseas. The position offers home‑based work with flexible hours in the Central Region of Singapore, with occasional travel for client meetings as needed.
As an HSBC Life Wealth Solutions Consultant, you will combine strong interpersonal skills with in‑depth knowledge of life保险 products, wealth management, and financial planning. You will guide clients through needs‑based conversations, assess risk profiles, and design suitable protection and investment strategies. You will collaborate with product partners and adhere to regulatory requirements while ensuring a high standard of service and ethics.
We provide a dynamic environment that rewards results, ongoing training, and clear career progression in wealth advisory. If you are passionate about helping clients build secure financial futures and enjoy working independently from home, this is an excellent opportunity to join a reputable, growth‑focused team.
Responsibility
- Build and nurture relationships with new and existing clients in the Central Region to identify opportunities for HSBC Life wealth solutions.
- Conduct needs‑based financial assessments and present tailored life insurance, retirement, and investment strategies.
- Collaborate with internal teams to prepare proposals, coordinate client onboarding, and ensure compliant documentation.
- Maintain accurate CRM records, manage your sales pipeline, and consistently work toward monthly and quarterly targets.
- Deliver high‑quality client education sessions, virtual consultations, and proactive follow-ups.
- Stay informed on market trends, product updates, and regulatory requirements to provide compliant advice.
- Represent the firm at events or meetings as needed, with occasional travel within Singapore.
- Provide exceptional service by aligning client goals with robust wealth solutions and ongoing value.
Qualification
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 2+ years of experience in financial planning, wealth advisory, or life insurance sales.
- Strong communication and relationship-building skills with the ability to explain complex concepts simply.
- Relevant certifications such as CFP, CIM, or equivalent are a plus.
- Proficiency with CRM systems and sales analytics tools.
- Ability to work independently from home with excellent time management.
- Familiarity with regulatory and compliance standards.
- Customer-focused mindset with the ability to build trust across diverse client profiles.