HSBC Life Investment Financial Planner (Entry Level/Mid Career Switch/No Exp) - Bukit Merah

apartmentAsia Human Capital Pte Ltd placeBukit Merah scheduleFull-time calendar_month30/5/25

Company Overview

At HSBC Life, we are part of one of the world’s largest and most trusted financial institutions — a brand you’ve seen at Globally and on flights across the globe.

We're not just a name. We're a mission-driven team backed by an award-winning support system, helping people achieve their financial goals while empowering aspiring professionals to build thriving careers in wealth management.

What Makes Us Different

Strong Support System

Get paired with dedicated mentors and receive weekly 1-to-1 coaching — especially in your first 3 months — to set you up for long-term success.

Structured Training & Development

From comprehensive beginner training to advanced financial strategies, our ongoing development programs cover everything from prospecting to investment advisory — led by industry experts.

Flexible Work Arrangements

Be your own boss — whether you’re working from home, from our vibrant office, or on the go, we provide the autonomy and structure to let you thrive.

High Income Potential

Enjoy competitive basic allowances, quarterly and recurring bonuses, and commission rates of up to 50%.

Leads Provided

Start with a head start — we provide quality leads from Day 1 so you can focus on engaging clients and closing meaningful conversations.

Fast-Track Career Path

We believe in growing together — and that’s why promotions to senior leadership can happen in just 4 years for top performers.

Travel & Team Culture

Celebrate success with incentive trips around the world, traveling alongside a young, dynamic, and motivated team.

Role Description: Investment Financial Planner

As an Investment Financial Planner, you will:

Engage clients from all walks of life, including high-net-worth individuals
Provide strategic financial advice including legacy planning, estate strategies, and investment allocation
Build and nurture long-term client relationships
Work independently and collaboratively to grow your client base, both locally and regionally
Enjoy the flexibility of working in hybrid settings: home, office, or remotely

Qualifications

Diploma, JC, or Bachelor's Degree (minimum)
Excellent interpersonal skills with a strong willingness to learn
Confidence in communicating with both retail and affluent clients
Self-motivated, disciplined, and a strong team player
Passionate about personal growth and helping others achieve their financial goals
Bonus:

▫️ Professional certifications (CFA, CFP, CPWA)
▫️ Familiarity with Microsoft Office, Social Media, and Affiliate Marketing

▫️ Multi-language fluency is a plus

Only open to Singapore Citizens and Permanent Residents

Ready to thrive with a global brand and make a lasting impact?

Apply now and build your future with HSBC Life Singapore.

#HSBCLife #FinancialPlanner #WealthManagement #CareerWithPurpose #HSBCSingapore #InvestmentCareers #LifeYouDesire #FinancialFreedom #FlexibleCareer #SingaporeJobs

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