Senior Financial Services Consultant, Client Advisory Services - HSBC Life

Singapore, Singapore
Jan 28, 2023
Feb 01, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Life in Singapore is the combination of AXA Singapore and HSBC Insurance. Here you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank.

Insurance is about people, and the promises they make. At HSBC Life in Singapore we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our combined team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a Senior Financial Services Consultant, Client Advisory Services.

Principal Responsibilities
  • Generating new Business
    • Through identifying and analysing financial needs of prospective clients
    • Provide reasonable basis of recommendations to meet those needs
    • Customising wealth solutions to meet those needs
    • Working with internal partners within the organisation to generate new business
  • Developing and maintaining a close relationship with existing customers
    • Provide high quality after-sales service to customers
    • Provide periodic review of customers' needs to maintain and develop relationship, hence providing more cross-selling and up-selling opportunities
    • Getting referrals from customers
  • Maintain proper recording and documentation of the needs-based advisory process in accordance to regulatory requirements

  • Minimum 1 to 3 years - experience preferably with knowledge of life insurance/banking and finance industry
  • Fresh Graduates are welcome to apply
  • Relevant insurance qualifications : M5,M8A,M9, M9A, HI
  • Proficient in MS Office application
  • Possess good communication and interpersonal skill
  • Result-oriented and target driven
  • Display the attributes of being a good team player
To be considered for this role, the relevant rights to work in Singapore is required.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.
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