Wealth Solutions Consultant

About the role

Join one of the largest organizations within HSBC Life Singapore – Altus Advisory as a Wealth Solutions Consultant.

This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.

Key responsibilities

• Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
• Develop personalized wealth accumulation, protection, and retirement strategies.
• Advise clients on investment, savings, and legacy planning solutions.
• Build and maintain long-term client relationships through regular portfolio reviews.
• Educate clients on financial concepts and recommend suitable wealth management strategies.
• Prepare financial analyses, recommendations, and reports to support clients' financial decisions.
• Stay updated with market developments and regulatory requirements.

About you

• Singapore Citizen or Permanent Resident.
• Minimum qualification of: Diploma from a Local Polytechnic or equivalent; ORGCE 'A' Levels; OR Local/Private Bachelor's degree in any field.
• Strong interpersonal and communication skills.
• Self-motivated with a desire to build a successful career.
• No prior financial advisory experience required (training provided).

Benefits

• Competitive remuneration: SGD $80,000 – $120,000 annually.
• Quarterly performance incentives and bonuses.
• Welcome bonus upon confirmation.
• Supportive and collaborative team environment.
• Structured mentorship and career progression pathway.