Personal Wealth Planner

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

If you are looking for a career that offers endless possibilities, consider joining HSBC. As a part of the team, you will be contributing to serving the Protection and Wealth needs of customers, enabling them to fulfill their promises to themselves and their families. HSBC, being one of the largest banking and financial services organizations globally, provides unparalleled opportunities for career growth in a high-profile business area. As a Personal Wealth Planner at HSBC, you will receive dedicated support from field managers and access to warm leads within the HSBC ecosystem. You will also benefit from a holistic training program aimed at maximizing your potential within the organization. The performance-driven environment at HSBC encourages innovative thinking to achieve ambitious goals. Utilizing digital mobile tools, HSBC's Personal Wealth Planning offers tailor-made wealth planning and protection services for individuals and families, ensuring convenient access anytime, anywhere. The services include protection-related products, wealth planning services through various fund houses, digital technology support via HSBC's platforms, and addressing secured and unsecured borrowing needs. As we look for passionate professionals to join our team, your responsibilities will include identifying investment & insurance opportunities, providing end-to-end service, offering specialist advice on suitable solutions, developing relationships with Premier clients, meeting performance expectations, ensuring customer satisfaction, and maintaining compliance with legal and regulatory requirements. Ideal candidates for this role should have a university-level education, preferably in finance or business, AMFI & IRDA certification, sales experience (preferably in Insurance or Wealth Management), excellent communication skills, self-motivation, commercial acumen, and a keen interest in wealth management or insurance industry. At HSBC, we value our employees and provide a workplace that encourages continuous professional development, flexibility, and growth opportunities in an inclusive and diverse environment. We are committed to fostering a culture where every employee's opinion is valued and respected. Join HSBC to unleash your potential and embark on a rewarding career journey with us.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You