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)