HSBC Life Wealth Solutions Consultant
Summary
Advises clients on wealth preservation and accumulation using investment and insurance solutions, builds relationships, and ensures compliant sales execution in Singapore.
We are currently seeking a high calibre professional to join our team as a Wealth Solutions Consultant
• Adopt a needs-based approach to advise and provide recommendations in line with customers’ financial objectives and their other financial needs
• Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
• Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice
• Share our company Customer Propositions, encourage customers to deepen relationship and cross-sell other retail products
• Reach out to our client base with customer contacts provided by us
• Ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines
Remuneration Package & Benefits:
• Fast track career progression.
• Uncapped remuneration to be achieved.
• Training allowance provided for successful candidate.
• Career development training will be provided.
• Monthly investment training by renowned fund houses.
• All training fees paid by company.
Requirements:
• Polytechnic Diploma or Degree in any field.
• Strong communication and networking skills.
• Ability to organise and track overlapping tasks and assignments, with frequent priority changes.
• New joiners/applicants with working experience and professionals looking for a career switch are welcome to apply.
• Fresh graduates are also welcome