Wealth Solutions Consultant – Financial Advisory

WHITE SOCIETY PTE. LTD.

3,000 - 8,000 SGD/month 🇬🇧 English

Job description

About the role

The Wealth Solutions Consultant will provide expert wealth management advice to HSBC clients across Singapore, helping them achieve financial objectives such as retirement planning, wealth transfer, and tax‑efficient investing.

Key responsibilities

Advise clients on investment opportunities, risk management and tax‑efficient strategies.
Manage client portfolios, monitor market trends and rebalance to optimise performance.
Develop personalised financial plans aligned with client goals and risk tolerance.
Build and maintain strong client relationships through regular communication and tailored solutions.

Required profile

Relevant degree in finance, economics or a related field.
Proven experience in wealth advisory or financial planning.
Strong analytical ability to assess market conditions and client needs.
Excellent communication and relationship‑building skills.
Professional certifications such as CFP or equivalent are a plus.

Required skills

Questions fréquentes

Le salaire proposé pour ce poste est de 3-8k SGD par mois. Le détail figure dans l'annonce.

Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.

Why are you reporting this job?

Thank you for your report. We will review this job.

Explore further

Salaries, guides and searches in Singapore.

Salaries by job title

Apply in 30 seconds

Enter your email to apply. An account will be created automatically.

Apply now →

By continuing, you accept our terms of use.

Already have an account? Login

A question about this job?

Ask it here: you will get the full job summary by e-mail, right away.

💬 Chat with us on Telegram

Published 1 month ago

Expires 1 week from now

50 views · 0 interested

Share Log in to earn credits by sharing

Boost your chances

Upload your CV — we will match you with relevant openings.

Analyzing your CV...