HSBC Financial Planner (Fresh Grad/Mid Career Switch) - Toa Payoh - ref. f3850823

apartmentAsia Human Capital Pte Ltd placeToa Payoh scheduleFull-time calendar_month 

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.

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