Wealth Manager (Basic+Comms)(No Exp Welcome)
Posted Updated
About the role
A client-facing sales and business development role within Financial Services, focused on building and maintaining strong client relationships through communication and engagement.
Key responsibilities
- Learn about investment products and financial solutions
- Build and maintain strong client relationships through communication and client engagement
- Review client portfolios and understand their financial needs
- Develop new business opportunities through networking and prospecting
- Attend training, coaching, and mentorship programmes for professional development
About you
- Strong interest in financial services, wealth management, and financial solutions
- Strong communication and interpersonal skills
- Confident in a client-facing environment
- Self-motivated, driven, and goal-oriented
- Willingness to learn and develop professionally
- Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage
About us
HSBC Life is building a dedicated and trusted team within Financial Services, looking for driven individuals with grit, passion, and a strong desire to make a difference.