Wealth Solutions Consultant

Join one of the largest organization in HSBC Singapore - Altus Advisory as a Wealth Solutions Consultant with competitive salary and bonuses.

Job Description

• Analysing clients' cash flow to determine their financial objectives and develop a financial plan.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Key Benefits

• Starting salary of $5,000 - $8,000 excluding incentives
• Quarterly performance bo...