Financial Planner | HSBC Life (Singapore)
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Job Description
Build a meaningful career while helping others achieve financial confidence. HSBC Life (Singapore) Pte Ltd is looking for driven, people-oriented individuals to join our team as Financial Planners . Whether you are starting your career or looking for a rewarding career transition, this role offers structured training, mentorship, and the opportunity to make a real impact in clients' financial lives.
Key Responsibilities
Conduct comprehensive financial needs analysis and personalised financial planning consultations. Assess clients' financial positions, wealth accumulation goals, insurance protection needs, and retirement readiness. Recommend suitable financial and wealth management solutions tailored to each client's objectives.
Build and maintain long-term relationships through regular portfolio reviews and proactive client engagement. Educate clients on investment, protection, and wealth planning strategies to support informed financial decisions. Monitor market developments and identify opportunities to enhance clients' financial portfolios.
Ensure all recommendations comply with Monetary Authority of Singapore (MAS) regulations and HSBC Life compliance standards. Maintain strict confidentiality and accuracy when handling sensitive client information. Deliver exceptional client service while providing ongoing financial guidance.
What We're Looking For Excellent interpersonal and communication skills. Strong analytical and problem-solving abilities. Self-motivated with the ability to work independently. Strong attention to detail and organisational skills. Passion for helping clients achieve their financial goals.
Ability to build trust and long-term professional relationships.
Skills You'll Develop Financial Planning Wealth Accumulation Strategies Investment Advisory Retirement Planning Stakeholder & Client Relationship Management Financial Needs Analysis Negotiation & Communication Analytical Thinking Regulatory Compliance Time Management Why Join HSBC Life? Com