Wealth Solutions Consultant (Training Provided)

HSBC LIFE (SINGAPORE) PTE LTD is a leading financial services company dedicated to delivering exceptional solutions to our clients. We are committed to fostering a dynamic and inclusive work environment where employees can grow and thrive. As we continue to expand our presence in the Central region of Singapore, we are seeking a motivated and passionate individual to join our team as a Financial Consultant and Wealth Solutions Consultant. This role offers an excellent opportunity for those who are eager to develop their career in the financial services industry, with comprehensive training and support provided to ensure success.

JOB DESCRIPTION

Wealth Solutions Consultant (Training Provided) | Client-Facing Role

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)

WHAT YOU CAN LOOK FORWARD TO

Coached pathway into wealth advisory—training, licensing support, client reviews, events & growth !

Strong Monthly Income + High Upside

Fast-Track Career Progression

Proven Training & Support System

This position is available for a hybrid working arrangement, offering flexibility to balance professional and personal commitments.

Candidates should have at least a Diploma in any field from a local Polytechnic in Singapore.

With 1 to 2 years of relevant work experience in financial consulting, financial planning, or insurance sales.

We warmly welcome individuals who may not have relevant work experiences but are enthusiastic about the financial services industry, or those looking for a career switch. We will provide full training and mentorship.

You should possess strong communication and interpersonal skills. Enjoy meeting people from all walks of life.

A passion for helping others achieve their financial aspirations and a commitment to continuous learning are highly valued.