Wealth Solution Consultant
Company name confidential
Wealth Solution Consultant
Company name confidential
Early Applicant
Quick Apply
- Posted 9 hours ago
- Be among the first 10 applicants
Job Description
About the Role
HSBC Life is growing our wealth advisory team and we're inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You'll receive training, mentorship, and hands-on exposure to client advisory work.
What You'll Do
- Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)
- Support client reviews and updates on market movements
- Attend product and investment learning sessions with leading fund partners
- Build client relationships through referrals, events, and warm outreach
What We Look For
- Strong communication and willingness to learn
- Coachable, consistent, and goal-driven
- Comfortable with a client-facing environment
- Singaporeans/PRs
Training & Support
- Company-sponsored licensing/certification pathway (terms apply)
- Structured onboarding + weekly coaching
- Mentorship by experienced leaders
- Regular product / market training
Compensation
- Performance-based career with structured support
- Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)
More Info
Job Type:
Industry:
Function:
Employment Type:
Key Skills
Wealth Solutions
Customer Relationship Management (CRM)
Referral Management
Sales Advisory
Financial Consulting
Wealth Planning
HNI Client Management
Affluent Client Management
Graduate Trainee
Wealth Advisor
Investment Consultant
Banking Associate
Client Advisory.