Wealth Solutions Consultant | HSBC Life Singapore
fort financial pte. ltd.
Wealth Solutions Consultant | HSBC Life
Become part of HSBC Life as a Wealth Solutions Consultant and build your career on one of Singapore's leading wealth advisory platforms. You'll be supported by HSBC's global investment expertise, an extensive suite of wealth management solutions, and a structured development programme designed to help you grow into a trusted financial professional.
From helping young professionals take their first steps towards financial security to guiding business owners and high-net-worth clients with wealth preservation and succession planning, you'll have the resources, product offerings, and mentorship needed to deliver meaningful financial advice across every stage of life.
If you're looking for a career where your success is driven by your own effort, ambition, and commitment, this is an opportunity worth exploring.
Key Responsibilities
Provide personalised financial advice on wealth accumulation, protection, retirement, investment, and legacy planning for individuals, business owners, and affluent clients.
Develop investment strategies using a wide range of solutions, including unit trusts, investment-linked plans, structured investments, and diversified portfolios that align with each client's financial objectives and risk tolerance.
Conduct ongoing portfolio reviews and recommend adjustments based on changing market conditions and clients' evolving financial goals, supported by HSBC's global investment research.
Build lasting client relationships through continuous advisory support rather than one-time transactions.
Expand your client network through referrals, networking opportunities, and HSBC's marketing and lead generation support.
Deliver comprehensive financial planning solutions tailored to each client's unique needs.
Continue developing your expertise through structured training, mentorship, and sponsored professional qualifications for eligible consultants.
Who We're Looking For
Whether you're starting a new career or bringing prior experience, we'd love to hear from you.
New to financial services
If you're motivated, enjoy meeting people, and are eager to learn, we'll provide the training and guidance needed to help you succeed.
Already working as a financial consultant or wealth adviser
Leverage HSBC's trusted brand, comprehensive product suite, and access to a wider client base to elevate your advisory career and expand into higher-value market segments.
You'll be a great fit if you have:
A Polytechnic Diploma or Degree in any discipline.
Excellent communication and relationship-building skills.
A proactive attitude with strong self-discipline and resilience.
A genuine passion for helping clients achieve their financial goals while maintaining the highest level of professionalism and integrity.
Eligibility
Singapore Citizens and Singapore Permanent Residents only (regulatory requirement).
Minimum age of 21 years (regulatory requirement).
What We Offer
Competitive remuneration with a base allowance plus uncapped commission, allowing you to grow your earnings as your client portfolio expands.
Comprehensive onboarding and mentorship , including one-to-one coaching from experienced leaders.
HSBC Wealth Academy training , covering everything from financial products to advanced advisory and client acquisition techniques.
Access to HSBC's investment platform , featuring global market insights, fund research, and a broad range of wealth solutions.
Sponsored professional certifications for eligible advisers pursuing long-term advisory careers.
Clear career advancement opportunities , whether you aspire to become a people leader or a specialist wealth adviser.
The strength of a global financial institution , backed by HSBC's trusted reputation across Asia and worldwide.
Flexible work arrangements , combining office-based work, remote flexibility, and client meetings.
Performance recognition and incentive trips , together with a collaborative and supportive team culture.
Build Your Future with HSBC Life
If you're looking for more than just a job and want the opportunity to establish a rewarding career in wealth advisory with the support of a globally recognised financial institution, we'd love to connect with you.
Apply today and take the first step towards a rewarding career with HSBC Life.
- ...We are currently seeking a high calibre professional to join our team as a Wealth Solutions Consultant • Adopt a needs-based approach to advise and provide recommendations in line with customers’ financial objectives and their other financial needs • Develop and implement...
- ...career while helping others achieve financial confidence. HSBC Life (Singapore) Pte Ltd is looking for driven, people-oriented individuals... ...financial needs analysis and personalised financial planning consultations. Assess clients' financial positions, wealth accumulation...
- ...HSBC Life Singapore - Fort Financial About the Role 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,...
2500 SGD
...About the Job Fort Financial is an agency representing HSBC Life Singapore. We are a diverse team of Financial Consultants dedicated to helping individuals and families achieve greater financial confidence through professional financial planning and advisory services....5000 - 7000 SGD
...HSBC Life Singapore | No Experience Required | Hybrid & Flexible Hours Join HSBC Life Singapore and build a rewarding career in financial... ...cases and build confidence Opportunities to specialise in:Wealth & Investment PlanningProtection PlanningCorporate Employee BenefitsBusiness...- ...About the Role HSBC Life is expanding our wealth advisory team and we are looking for motivated individuals to join our team as a Wealth Solutions Consultant. This opportunity is designed for fresh graduates, career switchers, and individuals who are passionate about building...
3000 SGD
...Extended servicing to assist clients with family and generational wealth Engaged Services with High Net-worth Families Well-rounded... ...upon interview. Sales Experience preferred About Our Client - HSBC Our client is a leading international bank with a history...- ...advance their career in the financial services and wealth advisory industry as a Management Trainee / Wealth Solutions Consultant . This opportunity is designed for those... ...Flexible working arrangements to promote work-life balance Exposure to a wide range of clients...
- ...of all deck stores according to the vessel’s budget. Through consultation with the Chief Engineer, ensuring that all enclosed / confined spaces... ...operations. Work Environment & Conditions - seafaring life, rotations, safety Seagoing leadership position with rotational...
- Training Provided | Career Growth | Travel Opportunities Looking for more than just a job? If you enjoy connecting with people, want to build valuable skills, and are seeking a career with strong growth potential, we'd love to hear from you. We don't just hire team ...
- ...As part of the HSBC Group, we o4er products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track... ...processes to identify, target and acquire clients across various wealth spectrum. • Handle client's investment portfolios and update...
- ...Join a dynamic team to drive growth and enhance solutions in fleet sales through innovative strategies and market insights. Responsibilities... ...will be notified. EA License No.: 01C4394 (PERSOL SINGAPORE PTE LTD) By sending us your personal data and curriculum vitae...
- ...An exciting opportunity to join HSBC Life Singapore , a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team. Responsibilities Build and maintain strong, long-term relationships...
- ...potential, and structured professional development? Join HSBC Life Singapore , one of the world's leading financial services organisations... ...examinations to help you become a licensed Financial Services Consultant. What You'll Do Build meaningful, long-term...
- ...Job Description HCBS Life is seeking motivated and client-focused... ...team as Financial Planners / Consultants. In this role, you will... ...provide suitable financial planning solutions. Through structured training... ..., savings, retirement, and wealth accumulation planning Prepare...
- ...individuals to join our team as Financial Consultants under HCBS Life. This is a career-building... ...achieve financial security and long-term wealth goals. You will be equipped with structured... ...goals Design tailored financial solutions covering wealth accumulation, protection...
- ...an exciting opportunity for a Software Engineer to be part of the development and support effort in creating the next generation IRM solutions. Our customers include many prominent enterprises in Aerospace &Defense, Financial Services, and High-Tech Manufacturing and...
- ...relationships with clients Understand clients' financial goals and recommend suitable financial solutions Conduct financial needs and risk profile assessments Assist clients with wealth protection, savings, investments, retirement, education, and legacy planning Review...
- ...Job Description RRJ Capital is a Singapore-based investment firm focusing on private credit and private equity investments. With over US$25 billion in AUM, the firm primarily invests across Asia Pacific, Europe and Australia. We are looking for a junior Analyst to join...
- Job Highlight: Basic salary + Commission + Benefits Responsibilities: Collaborate with team members to share and learn from best practices. Smartly prioritizing and organizing your time to be as productive as possible. Qualify inbound leads, maintain active engagement...
- ...Who We Are As Singapore's first institute for lifelong learning, the Singapore University of Social Sciences (SUSS) champions inclusivity to bring education to all and ensure that they are given equal opportunities to develop to their fullest potential in our diverse learning...
- ...guide you throughout the certification process. Phase 2: HSBC Foundational Training Upon obtaining your required... ...development programme, you will gain practical knowledge in: Wealth management and financial solutions Investment and portfolio fundamentals Client...
- ...Flexible hybrid working arrangement Work-life balance Local and overseas business... ...recommending suitable financial and investment solutions. Review clients' financial plans... ...Employment Type: Full-time Work Arrangement: Hybrid Work Location: Singapore 168730...
- ...clients’ financial goals and assist in preparing suitable financial solutions Assist in documentation, client servicing, and... ...protection, savings, and retirement concepts Support senior consultants in client engagement and review meetings Develop professional...
- ...these megatrends by creating smarter, safer, and more sustainable solutions. We excel in developing high-performance, custom solutions... ...to the future faster, from anywhere. Headquartered in Singapore, ENNOVI has a global presence across North America, Europe, SEA...
- ...partner with cross-functional teams to design human-centered digital solutions that shape student placement experiences. A key focus of this... ...(cloud-first, enterprise architecture principles, and the Singapore Government Tech Stack). Quality Assurance & Code Awareness:...
- ...metrics, and general training administration. Technical Documentation Own and maintain documentation for assigned products and solutions. Gather information from SMEs, Product Owners, and Engineering teams to develop accurate and comprehensive documentation....
- ...managing software development activities, driving technical excellence, mentoring engineers, and ensuring timely delivery of high-quality solutions. Key Responsibilities: Lead, mentor, and develop a software engineering team. Manage the full software development...
- ...integrated content aware and identity-driven enforcement technology to offer the most comprehensive information risk management (IRM) solution. Our products preserve confidentiality, prevent data loss, and ensure compliance across more channels and more points, within a...
- ...Engineering Manager to be part of the product organization in creating the next generation data protection and entitlement manager solutions. Our customers include many prominent enterprises in Aerospace & Defense, Financial Services, and High-Tech Manufacturing and Engineering...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Solutions Consultant | HSBC Life Singapore. Be the first to apply!

