Financial Planner - Singapore

Financial Planner — Singapore
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Ad details

Company Name:
Values-Led
Position Type:
Full-time

*Rewarding Career

*Generous Benefits Package

*Comprehensive Training Program

*Freedom and Lifestyle of an entrepreneur, with the strength of Corporate Support behind you

*Full range of products and services

*Prestige

*Financial Strength

*Opportunities in management

Do you make a difference at work? As one of the world’s largest financial organisations, we feel it is important to give back to the communities in which we serve. Through our many volunteer programmes and social initiatives, our employees have the opportunity to contribute their talents outside of the office. While these undertakings help transform the community for the better, it seems they also have the same effect on our people. If you feel you too can make a difference, join us today.

HSBC Insurance in singapore is a customer-focused organisation dedicated to providing quality and comprehensive insurance plans for corporate and individual clients. We are guided by professionalism, integrity, thoughtfulness and creativity; and are focused on setting the industry standards for service delivery and value creation. Constantly discovering the inherent talents of individuals is another top priority for us. Regardless of your forte, there is always a dynamic role for you in HSBC Insurance as we gear up for bigger and more exciting challenges.

Financial Planner
(Singapore)

Requirements:

  • Through a six-step financial planning process, you will develop and implement financial solutions for individuals and businesses, utilising the company’s wide range of competitive financial products to address your clients’ needs for insurance protection, savings, investments, children education, retirement, among others. You will conduct personal financial reviews with your clients to determine their financial positions, concerns, needs and objectives.
  • Along with a minimum tertiary education, you should possess excellent interpersonal communication skills, a positive attitude, strong self-discipline, as well as the drive to succeed.
  • Successful candidates will be assigned to an Agency Leader who will guide you in your career path with us. Those with a successful track record in insurance agency management may be considered for an agency management role.
  • Fresh graduates/Entry level applicants are encouraged to apply.
  • Full-Time and Contract position available.
  • Applicants should be Singaporean citizens or hold relevant residence status.

To apply, please submit your application with a detailed CV to
values-led@hsbcinsagencyc.com.sg.
We regret that only shortlisted candidates will be notified.

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