Wealth Solution Consultant
Altus Advisory Pte. Ltd. representing HSBC Life SingaporeWealth Solution Consultant
HSBC Life Singapore – Altus Advisory
About the Role
Join one of the largest organizations within HSBC Life Singapore – Altus Advisory as a Wealth Solutions Consultant .
This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.
Key Responsibilities
- Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
- Develop personalised wealth accumulation, protection, and retirement strategies.
- Advise clients on investment, savings, and legacy planning solutions.
- Build and maintain long-term client relationships through regular portfolio reviews.
- Educate clients on financial concepts and recommend suitable wealth management strategies.
- Prepare financial analyses, recommendations, and reports to support clients' financial decisions.
- Stay updated with market developments and regulatory requirements.
What We're Looking For
- Singapore Citizen or Permanent Resident.
- Minimum qualification of:
- Diploma from a Local Polytechnic or equivalent;OR
- GCE 'A' Levels; OR
- Bachelor’s degree in any field
- Strong interpersonal and communication skills.
- Self-motivated with a desire to build a successful career.
Benefits
- Competitive remuneration: SGD $6,000 – $14,000
- Quarterly performance incentives and bonuses
- Welcome bonus upon confirmation
- Supportive and collaborative team environment
- Structured mentorship and career progression pathway
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