Wealth Solution Development Manager

About the role

This is a client-facing sales and advisory position with a structured pathway transitioning into management within 2 to 3 years. At HSBC Life, we are the cornerstone in business development within Financial Services. We are forming a dedicated and trusted team and are looking for candidates with grit, passion, and strong interpersonal skills to make a difference.

Key responsibilities

• Analyze client portfolios, assess financial stability, and understand their long-term financial goals.
• Learn and recommend suitable investment and financial solutions tailored to client needs.
• Expand network and cultivate new client relationships through events, networking, and direct outreach.
• Manage ongoing client relationships through appreciation events and clear communication.
• Attend continuous personal development training provided by Senior Leadership.

About you

• Singapore Citizen or Permanent Resident (PR).
• Minimum 21 years old.
• Minimum Education: 4 GCE 'A' Level passes (or equivalent); Local Diploma (Singapore Polytechnic diplomas automatically recognized); Recognized Diploma (minimum 900 academic hours with formal graded exams).
• Willingness to complete 4 mandatory CMFAS examination papers (M5, M9, M9A, HI). (First examination fee is fully sponsored by the company).

Benefits

• Career Progression: Structured promotion path toward top management.
• Attractive Remuneration: Guaranteed basic allowance upon meeting sales KPIs plus uncapped commission payouts and performance bonuses.
• Fully paid overseas incentive trips.
• Flexible working hours and location (appointment-based schedule).
• Dedicated 1-on-1 coaching and mentorship program.