Wealth Solutions Consultant

Join us as a Wealth Solutions Consultant

Kickstart a career where you can empower others through tailored financial advice.

Some careers grow faster than others

As a HSBC Life Wealth Solutions Consultant , you'll help customers with their wealth journey. You'll guide them in achieving their wealth goals, no matter what they are. You'll support them in mapping out their road to retirement. And you'll assist them in protecting themselves against the unexpected.

Why join us

Fast-track your career

You could potentially manage your own team in 1.5 years as a Wealth Solutions Manager, or lead an organisation as a Wealth Solutions Director in 3.5 years.

Explore your earning potential

Earn various commissions, like first-year and renewal commissions and bonuses such as quarterly volume and advisor persistency bonuses.

Work flexibly

Plan your own working hours - enjoy a more flexible schedule so you can achieve a better work-life balance that works for you, your lifestyle and your family.

Empower others

Give sound wealth advice to the people around you, so they can live their best life while staying protected.

Get access to global resources

Tap into our resources and network around the world, so you can take your career to even greater heights.

Leverage a suite of solutions

Cater to our customers various needs with a comprehensive range of life insurance solutions.

The training and support you'll get

• Recruitment: Learn crucial recruitment skills such as when and how to approach potential recruits and how to select suitable candidates.
• Personal development: Pick up useful skills that will help develop you personally and professionally such as neurolinguistic programming (NLP), enneagram and more.
• Sales: Learn powerful sales concepts to pique your prospective customer's interest and how to turn objections into sales.
• Professional development: Upgrade your skills with the Chartered Financial Consultant (ChFC) programme, a professional qualification we'll sponsor you for.
• Supervision and management: Grow into a leader who can effectively lead their own teams, and mentor new Financial Planners to uphold a high standard of professionalism and customer-centricity.
• Wealth planning: Understand how to provide customers with an end-to-end wealth planning experience and help them meet their wealth, retirement and basic investment needs.
• Prospecting: Grasp various prospecting skills such as how to make the most of various channels, leave a lasting impression and forge trust-based relationships with your customers.
• Industry knowledge: Gain full understanding on the financial solutions you'll be providing plus relevant laws and regulations on wealth planning.

Are you eligible

To join us as a Wealth Solutions Consultant, you should meet the following criteria:

• Be aged 21 years and above
• Be a Singaporean citizen or Permanent Resident
• Have attained at least a full GCE A Level certificate or its equivalent
• Display integrity and good ethical conduct
• Have a strong determination to succeed
• Possess a never-give-up attitude
• Have a good attitude towards learning and upgrading
• Be adaptable, energetic and confident