Wealth Solutions Consultant
External
Altus Advisory · Gateway West, SingaporeS$48K–S$144K/yrFull-timeUnknown1w ago
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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.
Responsibilities
- Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
- Develop personalized 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.
Requirements
- 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.
- No prior financial advisory experience required (training provided).
Benefits
Competitive remuneration: SGD $4,000 - $12,000Quarterly performance incentives and bonusesWelcome bonus upon confirmationSupportive and collaborative team environmentStructured mentorship and career progression pathwayAccess to HSBC's extensive client ecosystem and resources
Additional Information
HSBC Life Singapore - Altus Advisory
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