Some careers grow faster than others
As an HSBC Life Financial Planner, you'll help customers with their financial journey. You'll guide them in achieving their financial goals, no matter what they are. You'll support them in mapping out their road to retirement. And you'll assist them in protecting themselves against the unexpected.
Why join us?
What you can expect when you join us
You'll be set on one of two career progression paths. Your path will depend on whether you join us at a management or advisory level.
The training and support you'll get
- RecruitmentLearn crucial recruitment skills such as when and how to approach potential recruits; and how to select suitable candidates.
- Personal developmentPick up useful skills that will help develop you personally and professionally such as neurolinguistic programming (NLP), enneagram and more.
- SalesLearn powerful sales concepts to pique your prospective customer's interest and how to turn objections into sales.
- Professional developmentUpgrade your skills with the Chartered Financial Consultant (ChFC) programme, a professional qualification we'll sponsor you for.
- Supervision and managementGrow into a leader who can effectively lead their own teams, and mentor new Financial Planners to uphold a high standard of professionalism and customer-centricity.
- Financial planningUnderstand how to provide customers with an end-to-end financial planning experience and help them meet their insurance, retirement and basic investment needs.
- ProspectingGrasp various prospecting skills such as how to make the most of various channels, leave a lasting impression and forge trust-based relationships with your customers.
- Industry knowledgeGain full understanding on the financial solutions you'll be providing; plus relevant laws and regulations on financial planning.
Are you eligible?
To join us as a Financial Planner, you should meet the following criteria:
- Be aged 21 years and above
- Be a Singaporean citizen or Permanent Resident
- Have attained at least a full GCE 'A' Level certificate or its equivalent
- Display integrity and good ethical conduct
- Have a strong determination to succeed
- Possess a never-give-up attitude
- Have a good attitude towards learning and upgrading
- Be adaptable, energetic and confident
Contact us to learn more
Leave us your details
We'll call you back shortly to discuss any questions you might have about joining us as Financial Planner.
Get in touch with us
You can also email us at actnow@hsbc.com.sg.
Alternatively, you can call us on +65 6880 4888. Lines are open 9am to 5pm, Mondays to Fridays (except on public holidays).