Wealth Solutions Manager - Moms are welcome
Singapore · Full Time
Be the first to apply
- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Education
- Diploma or Degree
- Eligibility
- Mothers are especially encouraged to apply. Fresh graduates and career switchers are welcome, and prior financial services experience is optional. A Diploma or Degree is the minimum qualification required by the industry.
- Resume
- Required to apply
Where you'll work
Job description
Overview
This opportunity is for someone who wants to build a meaningful career in wealth protection and financial planning with a balance of flexibility, personal growth, and income potential. The role is especially welcoming to mothers who are looking for a profession that can support both family life and long-term career development.
The position is based with HSBC Life Singapore and focuses on helping individuals and families make informed financial decisions while building a client practice through relationships, referrals, and business development.
Key responsibilities
- Create tailored wealth protection and financial planning recommendations for individuals and families.
- Assess clients’ financial objectives and suggest appropriate insurance and wealth-related solutions.
- Develop trusted, long-term client relationships through reliable guidance and service.
- Expand your practice through networking, referrals, and proactive business development efforts.
- Keep strengthening your expertise through structured learning and mentor support.
What the role requires
- A genuine interest in helping people improve their financial security and confidence.
- Good communication and relationship-building abilities.
- Self-motivation and a growth-oriented mindset.
- A Diploma or Degree, which is the minimum qualification required by the industry.
- Fresh graduates and professionals changing careers are welcome to apply.
- Previous experience in financial services is helpful but not mandatory.
Why this opportunity stands out
- Comprehensive training with individual mentorship.
- Flexible working arrangements and control over your schedule.
- Defined pathways for career advancement and leadership.
- A collaborative and encouraging team environment.
- Performance-linked remuneration with incentives.
Additional information
This role is intended for someone who wants a career that can grow alongside personal and family commitments. Mothers are particularly encouraged to apply, and the position is presented as a path toward financial independence, professional fulfillment, and lasting impact for clients.