Financial Advisor
Singapore
Listed on 2026-03-04
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Finance & Banking
Financial Consultant, Financial Sales
HSBC is a global financial services organization serving over 40 million customers, ranging from individual savers and investors to some of the largest corporations and governments worldwide. With a presence in 64 countries and territories, HSBC leverages its unique expertise and global network to provide a wide range of services and unlock opportunities for clients. It is listed on major stock exchanges, including London, Hong Kong, New York, Paris, and Bermuda.
HSBC is committed to creating opportunities and delivering sustainable growth for its stakeholders and the planet.
Role Description
This is a full-time hybrid role for a Wealth Solutions Consultant, based in Singapore, with some flexibility for remote work. The Wealth Solutions Consultant will engage with clients to provide tailored wealth planning and investment solutions, while collaborating with various teams to execute effective strategies. The role includes consulting with clients, managing pre-sales and sales activities, and overseeing the implementation of wealth solutions in alignment with client needs.
Qualifications
- Strong Analytical Skills to assess financial data and develop tailored solutions
- Proficiency in Consulting, Presales, and Sales to understand client needs and deliver practical, value-driven solutions
- Experience in Project Management to coordinate and execute wealth solutions efficiently
- Excellent communication and interpersonal skills to build strong relationships with diverse clients
- Proven ability to work in hybrid environments, balancing in-office and remote responsibilities effectively
- Knowledge of wealth management solutions, financial regulations, and investment products is a plus
- Bachelor’s degree in Finance, Business, Economics, or a relevant field
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