Wealth Solutions Consultant – Financial Advisory

About the role

Join HSBC Life’s Wealth Solutions team and become a trusted financial advisor serving high‑net‑worth clients across Singapore. This position offers a structured pathway into wealth advisory with mentorship, training, and clear career progression.

Key responsibilities

• Deliver a full suite of banking, insurance, and investment solutions.
• Conduct in‑depth client consultations to design tailored strategies for investments, retirement, estate planning, and risk management.
• Build and nurture relationships with high‑net‑worth individuals, families, and businesses locally and internationally.
• Grow your client base through networking events, outreach, and team‑supported lead generation.
• Stay updated on market trends, economic factors, and regulatory changes to provide current advice.

Required profile

• Diploma, Degree, or A‑Level qualifications.
• Strong interpersonal and communication abilities.
• Positive attitude, willingness to learn, and self‑discipline.
• Interest in finance, advisory services, and client relationship management.
• Professional certifications (e.g., CFA, CFP, CPWA) are a plus.

Required skills

• Microsoft Office

What we offer

• Hand‑held mentorship during the first three months.
• Foundational HSBC training followed by advanced in‑house sessions.
• Basic allowance up to SGD 12,000 plus bonuses and commissions up to 50%.
• Consistent flow of leads from day one.
• Flexible working arrangement – remote, office, or hybrid.
• Fast‑track leadership path within four years.
• Travel incentives and cultural experiences with a supportive team.