Wealth Manager (Basic+Comms)(No Exp Welcome)

About the role

A client-facing sales and business development role within Financial Services, focused on building and maintaining strong client relationships through communication and engagement.

Key responsibilities

• Learn about investment products and financial solutions
• Build and maintain strong client relationships through communication and client engagement
• Review client portfolios and understand their financial needs
• Develop new business opportunities through networking and prospecting
• Attend training, coaching, and mentorship programmes for professional development

About you

• Strong interest in financial services, wealth management, and financial solutions
• Strong communication and interpersonal skills
• Confident in a client-facing environment
• Self-motivated, driven, and goal-oriented
• Willingness to learn and develop professionally
• Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage

About us

HSBC Life is building a dedicated and trusted team within Financial Services, looking for driven individuals with grit, passion, and a strong desire to make a difference.