Wealth Solutions Consultant/Manager

📋 About the Role

Are you passionate about investment and wealth management and eager to join a leading global financial institution? HSBC is seeking a Wealth Solutions Consultant/Manager to join our team in the City Centre region. In this full-time role, you will help clients achieve their financial goals through tailored investment solutions.

🔑 Responsibilities

• Investment advisory: Provide personalized strategies for high-net-worth clients based on their objectives and risk appetite.
• Market research: Identify attractive investment opportunities aligned with client needs.
• Portfolio monitoring: Actively track client portfolios and recommend timely adjustments.
• Cross-team collaboration: Work with internal teams to deliver seamless wealth management solutions.
• Industry updates: Stay current with market trends, regulations, and best practices.

🎯 Requirements

• Strong analytical and problem-solving skills with ability to interpret complex financial data
• Excellent communication and interpersonal skills to build trusted client relationships
• Solid understanding of financial markets, investment products, and portfolio management principles
• Professional qualifications such as CFA or FRM are an advantage
• Proactive, detail-oriented, and committed to exceptional client service
• Fresh graduates are welcome; full training will be provided

💰 What We Offer

• Competitive starting salary: $6,000 – $9,000
• Quarterly performance bonus: $3,000 – $5,000
• Welcome bonus: up to $1,500 upon confirmation
• Comprehensive medical and dental coverage
• Additional retirement benefit payout
• Professional development and career advancement opportunities
• Flexible work arrangements for work-life balance
• Access to wellbeing programmes and social activities
• Overseas travel opportunities to exotic destinations

🌍 About HSBC

HSBC is one of the world’s largest banking and financial services organizations, serving customers across 64 countries and territories. Guided by our purpose to open up a world of opportunity, we are committed to helping clients thrive and unlocking human potential.

📨 Apply now via JobStreet to become our next Wealth Solutions Consultant/Manager and help clients achieve their financial goals.