Deskripsi Pekerjaan
Join HSBC Life as a Wealth Solutions Consultant and embark on a dynamic career in financial services. We're expanding our team to driven professionals seeking sustainable growth opportunities. As a Wealth Solutions Consultant, you'll empower clients to achieve financial security through tailored insurance, investment, and retirement planning solutions. Enjoy comprehensive training, performance-based incentives, and a collaborative environment where your expertise directly impacts client success. Whether you're a mid-career transitioner or ambitious newcomer, this role offers the platform to build lasting client relationships while advancing your financial advisory career in one of Singapore's most prestigious institutions.
Tanggung Jawab
- Develop and execute personalized wealth management strategies for high-net-worth clients
- Drive sales growth through consultative selling of life insurance and investment products
- Conduct thorough financial needs analysis to align solutions with client objectives
- Build and maintain robust client relationships through regular portfolio reviews
- Stay current on market trends, regulatory requirements, and product innovations
- Collaborate with internal partners to deliver seamless client experiences
- Achieve and exceed monthly sales targets while maintaining compliance standards
Kualifikasi
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Minimum 2 years' experience in financial services, sales, or client advisory roles
- Strong presentation skills with ability to articulate complex financial concepts
- Certified Financial Planner (CFP) or relevant insurance/wealth management certification preferred
- Proven track record of meeting/exceeding sales targets
- Valid Capital Markets Services Representative License (CMSRL) or willingness to obtain
- Excellent interpersonal skills with ability to build trust with diverse clientele