Financial Planning Associate

Responsibilities

• Understand clients' financial goals, priorities, and needs
• Assist clients with financial planning, protection, wealth accumulation, and retirement planning strategies
• Conduct financial needs analysis and risk profiling
• Build and maintain long-term client relationships through ongoing support and reviews
• Stay updated on market developments and financial planning solutions
• Prepare and present suitable recommendations based on clients' objectives
• Work closely with mentors and team members to develop professional advisory skills
• Maintain compliance with industry regulations and professional standards
• Training & Development
• Successful candidates will receive:
• Structured onboarding and training program
• Professional mentorship and coaching
• Sponsorship and support for relevant industry certifications and licensing requirements
• Continuous learning and professional development opportunities
• Clear career progression pathways

Requirements

• Diploma, Bachelor's Degree, or equivalent qualification
• Strong interpersonal and communication skills
• Positive learning attitude and willingness to develop professionally
• Self-motivated and able to work independently as well as within a team
• Prior experience in customer service, sales, recruitment, marketing, banking, or client-facing roles is advantageous but not required
• Who Should Apply
• Fresh graduates
• Career switchers
• Individuals seeking professional growth opportunities
• Candidates interested in financial planning and client advisory services
• Professionals looking to develop relationship management and business development skills
• About HSBC Life
• HSBC Life is part of the HSBC Group, one of the world's leading international financial services organizations. Through comprehensive financial planning and protection solutions, HSBC Life helps individuals and families achieve their financial goals and build long-term financial security.
• Only shortlisted candidates will be contacted.

Additional Information

Are you looking to build a meaningful career while developing professional, advisory, and client relationship skills? We are seeking motivated individuals to join us as Financial Planning Associates. This opportunity is suitable for fresh graduates, career switchers, and individuals interested in helping clients work towards their financial goals through personalized financial planning solutions. No prior industry experience is required. Structured training, mentorship, and certification support will be provided to help you develop the knowledge and skills needed to succeed in the financial services industry.

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