HSBC LIFE Wealth Manager (Fresh Grad/Entry Level/Mid Career Switch)

 

Role Description

Coming in as an Investment Associate at HSBC Life, your role would be to speak to everyday folks as well as high net worth clients, to provide holistic financial advice customised from legacy, estate planning, asset allocation to investment strategies and solutions. Your role also requires you to build business relationships with new clients here and possible opportunities overseas, follow ups as well as maintaining relationships with existing clients for the long term, whilst working from home, working from office and working on the go.

 

Qualifications

- Bachelor's Degree or Diploma or JC

- Great interpersonal skills, willing to learn attitude, determined and able to communicate effectively with everyday folks and high net worth individuals

- Strong teamwork, discipline, self-motivated, passion for the business and good organisational skills are a bonus

- Professional certifications such as CFA, CFP, or CPWA would be beneficial

- Microsoft Office, Social Media and Affiliate Marketing are preferred

- Multi-linguistic Abilities are a plus

- Singaporean/PR only