HSBC Financial Planner (Fresh Grad/Mid Career Switch) - Toa Payoh - ref. f3850823
Asia Human Capital Pte Ltd Toa Payoh Full-time
Join Our Team at HSBC Life ?
Are you passionate about helping others achieve their financial goals? Do you have a knack for building relationships and providing top-notch financial advice? If so, we have an exciting opportunity for you!
HSBC Life is seeking motivated individuals to join our team as Financial Consultants. As a Financial Consultant, you will play a crucial role in helping our clients secure their financial futures by offering expert advice and tailored solutions.
Key Responsibilities:
- Provide comprehensive financial planning services to clients.
- Assess clients' financial situations and develop personalized strategies to meet their goals.
- Educate clients on a range of financial products and services.
- Build and maintain strong client relationships through regular communication and follow-ups.
- Stay informed about investment trends, industry trends, regulations, and best practices.
Requirements:
- Strictly only Singaporeans/PR.
- Recognised Local Diploma/ Degree.
- Bachelor's degree in Finance, Business, or a related field (preferred).
- Relevant experience in financial services or sales (preferred)
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
- Relevant certifications (e.g. RES5, M9, M9A, HI) are a plus.
Fret not, if you do not have any relevant experiences. HSBC Life welcomes fresh grads and mid career switch candidates to join us as well! There will be a full suites of comprehensive training programs mainly for you.
Asia Human Capital Pte LtdGeylang, 4 km from Toa Payoh
Responsibilities:
• Provide comprehensive financial planning services to clients.
• Assess clients' financial situations and develop personalized strategies to meet their goals.
• Educate clients on a range of financial products and services.
• Build...
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