Wealth Solutions Consultant
HSBC Life
Posted
last month
Singapore
Remote
SGD 6K
Mid Level
Full Time
Sema Summary
As a Wealth Solutions Consultant, you will assist clients in managing their wealth through tailored financial planning. This role emphasizes long-term client relationships and professional advisory practices.
About Company
HSBC Life, part of the HSBC Group, offers a wide range of insurance and wealth solutions. The company focuses on delivering value through innovative solutions and a client-centric approach.
Core Requirements
- Diploma or Degree in Finance, Business, or related fields
- Meets MAS regulatory requirements for financial advisers
- Strong interpersonal communication skills
- Client-focused mindset
- Self-motivated and results-oriented
Responsibilities
- Provide comprehensive financial planning services
- Analyze clients’ financial needs and goals
- Advise on protection and investment strategies
- Build and maintain long-term client relationships
- Ensure adherence to ethical advisory practices
- Stay updated on market and regulatory changes
- Participate in training and development programs
Must Have skills
Job Keywords
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