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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.

Vacancy posted 3 days ago
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