HSBC Life Singapore – Altus Advisory
About the Role
Join one of the largest organizations within HSBC Life Singapore – Altus Advisory as a
Wealth Solutions Consultant
.
This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.
Key Responsibilities
Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles. Develop personalized wealth accumulation, protection, and retirement strategies. Advise clients on investment, savings, and legacy planning solutions. Build and maintain long-term client relationships through regular portfolio reviews. Educate clients on financial concepts and recommend suitable wealth management strategies. Prepare financial analyses, recommendations, and re...