Deskripsi Pekerjaan
Are you a driven professional looking to make a significant impact in the financial sector? Asia Human Capital is partnering with HSBC Life to recruit a dedicated Wealth Solutions Manager. In this pivotal role, you will serve as a trusted advisor to a diverse portfolio of clients, ranging from everyday investors to high-net-worth individuals. Your primary objective will be to understand client financial goals and provide comprehensive solutions through HSBC Life’s extensive product range.
As a Wealth Solutions Manager, you will take charge of the full lifecycle of client relationships. This involves conducting in-depth financial needs analysis, recommending suitable insurance and investment products, and managing the ongoing performance of their portfolios. You will also be expected to proactively acquire new clients and deepen existing relationships to meet aggressive sales targets. We are looking for an individual who possesses the tenacity to succeed in a competitive market and the empathy to truly care for their clients' financial futures. Join us in shaping the financial well-being of our clients while building a rewarding career with one of the world's most prestigious financial institutions.
Tanggung Jawab
- Manage and grow a portfolio of individual and corporate clients ranging from everyday investors to high-net-worth individuals.
- Conduct comprehensive financial needs analysis to identify suitable insurance and investment solutions.
- Build and maintain strong, long-term relationships with clients through regular reviews and consultations.
- Promote and sell HSBC Life products, including unit-linked insurance plans, endowment plans, and retirement savings products.
- Meet and exceed individual sales targets and key performance indicators (KPIs).
- Stay updated on market trends and regulatory changes to provide accurate advice.
- Collaborate with internal teams to ensure seamless service delivery for clients.
Kualifikasi
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Minimum 2-3 years of experience in wealth management, financial planning, or a similar sales role within the banking/insurance sector.
- Strong interpersonal and communication skills with the ability to influence and persuade.
- Proven track record of meeting or exceeding sales targets.
- Self-motivated, resilient, and capable of working in a high-performance environment.
- Valid Singapore work pass (Singaporean, PR, or EP/S Pass holders preferred).
- Professional financial advisory certifications (e.g., CFP, CPFH) are a plus but not mandatory.