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Wealth Solutions Consultant (Training Provided)

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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 (if applicable)

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)


See also

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