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Wealth Solutions Consultant
HSBC Life (SG)
Posted
2 weeks ago

Singapore, Singapore

Remote

SGD 5K

Full Time

Job Categories

Consulting Finance Sales Customer Services

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Sema Summary

The Wealth Solutions Consultant role at HSBC Life involves providing expert financial advice and solutions to clients. The consultant will engage with customers to identify their wealth management needs and curate tailored solutions. A hybrid working model allows for flexibility in this full-time position based in Singapore. Ideal candidates should possess relevant finance or consulting experience and be adept at building client relationships.

About Company

HSBC Life is part of HSBC Group, one of the world's largest banking and financial services organizations. They focus on providing comprehensive insurance and investment solutions to meet the needs of their clients.

Core Requirements

Bachelor's degree in Finance or related field
Strong client relationship skills
Excellent communication
Ability to analyze financial data
Experience in financial services

Responsibilities

Provide tailored financial advice
Engage with clients for wealth management
Analyze client financial situations
Develop personalized financial strategies
Maintain client relationships
Educate clients on financial products
Support clients in achieving their financial goals

Must Have skills

Client relationshipFinancial analysisCommunicationProblem-solvingSales

Nice To Have Skills

PresentationNegotiationTeam collaborationCustomer serviceStrategic planning

Job Keywords

Wealth ManagementConsultingFinancial ServicesClient EngagementInsurance

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