Wealth Solutions Consultant

HSBC Life is the insurance division of HSBC Holdings, one of the world’s largest banking and financial services organisations. It provides life, health, protection, and wealth planning solutions to help individuals and families achieve long-term financial security, operating in key markets across Asia and other regions.

A Wealth Solutions Consultant at HSBC Life is a client-facing financial advisory professional who assesses clients’ financial needs and recommends tailored insurance and wealth planning solutions for goals such as retirement, protection, and wealth accumulation. The role involves building long-term client relationships, conducting regular portfolio reviews, generating new business through networking and referrals, meeting sales targets, and ensuring all advice complies with regulatory and company guidelines in a performance-driven environment.