Wealth Solutions Consultant (Training Provided)

Wealth Solutions Consultant (Training Provided) | Client-Facing Role

About the Role
HSBC Life is growing our wealth advisory team and we’re inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You’ll receive training, mentorship, and hands-on exposure to client advisory work.

What You’ll Do

• Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)
• Support client reviews and updates on market movements
• Attend product and investment learning sessions with leading fund partners
• Build client relationships through referrals, events, and warm outreach

What We Look For

• Strong communication and willingness to learn
• Coachable, consistent, and goal-driven
• Comfortable with a client-facing environment
• Singaporeans/PRs (if applicable)

Training & Support

• Company-sponsored licensing/certification pathway (terms apply)
• Structured onboarding + weekly coaching
• Mentorship by experienced leaders
• Regular product / market training

Compensation

• Performance-based career with structured support
• Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)