Wealth Management Advisor

Financial Services Manager @ HSBC | Master Fund Advisor (MFA)

Company Description

HSBC Life is part of the HSBC Group, dedicated to helping individuals and families build a secure and fulfilling financial future. With a strong global heritage and deep local expertise, HSBC Life offers a comprehensive range of protection, health, retirement, and investment-linked insurance solutions .

Our mission is simple yet powerful — to help customers plan confidently, live fully, and protect what truly matters .

By combining innovative digital tools, trusted financial advice, and a human touch, HSBC Life empowers clients to navigate life’s uncertainties and achieve long-term financial wellbeing.

Backed by HSBC’s strength and global network, we are more than an insurer — we are a lifelong partner in your journey toward financial security and peace of mind.

Role Description

This is a full-time hybrid role located in Singapore for a Wealth Management Advisor. The Wealth Management Advisor will work directly with clients to assess financial needs, develop personalized wealth management strategies, and provide advice on financial planning, retirement planning, and investment opportunities. Key responsibilities include managing client portfolios, conducting market research, and ensuring alignment with clients' financial goals. Building and maintaining strong client relationships is a critical aspect of this role.

Qualifications

• Strong skills in Financial Planning and Retirement Planning
• Proficiency in Investments and Finance
• Experience or expertise in delivering Wealth Management Services
• Excellent interpersonal and communication skills for client engagement
• Ability to analyze financial data and market opportunities
• Bachelor's degree in Finance, Economics, Business, or a related field (preferred)
• Certification as a financial planner (CFP) or relevant qualification is a plus
• Proven track record of client management and achieving financial objectives

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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