Job description for Wealth Solutions Consultant at Altus Advisory
About the Job
Join Altus Advisory, one of the largest representative organisations in HSBC Life Singapore as a Wealth Solutions Consultant.
As a Wealth Solutions Consultant, you'll become a trusted advisor who empowers clients to make informed financial decisions. Through personalised wealth planning and ongoing guidance, you'll help clients protect what matters, grow their wealth and prepare for the future.
Job Responsibilities
• Perform financial needs analysis (FNA) for clients through proper fact-find and needs analysis
• Recommend products and funds that meet the identified needs and risk profile of clients
• Explain how the recommended product and funds will meet the clients' needs
• Advise clients on fund-related transactions e.g. fund switch, premiums re-direction
• Provide quality after-sales service to clients
• Review clients' needs regularly and keep their insurance cover up to date
Key Benefits
💰 Competitive Starting Allowence of $5,000 – $8,000 (excluding incentives)
💵 Quarterly Performance Bonus of $3,000 – $5,000
🎉 $1,500 Welcome Bonus upon confirmation (subjected to eligibility criteria)
📚 Fully Sponsored Professional Qualifications & Licensing
👨🏫 Structured Mentorship & Career Development
📈 Clear Career Progression Opportunities
⏰ Flexible Work Arrangements
🏆 Attractive Uncapped Incentive Scheme
Requirements
Singapore Citizen or Permanent Resident.
Minimum qualification of:
Diploma from a Local Polytechnic or equivalent;OR
GCE 'A' Levels; OR
Bachelor’s degree in any field
Minimum aged 21 years old and above.
