job description
Are you a driven professional seeking a sustainable career in financial advisory or a mid-career switcher looking to explore high-growth opportunities in wealth management? Join our expanding team as a Wealth Solutions Consultant and help clients in Bali achieve their financial goals through tailored, premium advisory services.
This role offers a lucrative career path in the banking and financial services sector, with the chance to work with high-net-worth individuals and businesses. You’ll leverage your sales expertise and financial acumen to deliver personalized wealth solutions, build long-term client relationships, and drive business growth in one of Southeast Asia’s most dynamic markets.
Based in Bali’s most vibrant locations (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung), you’ll enjoy a competitive salary ($4,000–$6,000/month) and the opportunity to thrive in a fast-paced, results-driven environment with a globally recognized brand.
Responsibility
- Provide personalized financial advisory to clients, including investment strategies, insurance solutions, and wealth preservation.
- Develop and maintain a high-value client portfolio through proactive relationship management.
- Identify client needs and recommend tailored wealth solutions from HSBC Life’s product suite.
- Achieve and exceed monthly/quarterly sales targets while ensuring compliance with regulatory standards.
- Conduct financial health assessments and present comprehensive wealth plans to clients.
- Collaborate with cross-functional teams to deliver seamless client experiences and resolve complex financial queries.
- Stay updated on market trends, financial products, and regulatory changes to provide accurate advice.
- Participate in networking events and client engagement initiatives to expand your professional reach.
Qualifications
- Minimum 2+ years of experience in sales, financial advisory, or wealth management (banking/insurance preferred).
- Proven track record of meeting or exceeding sales targets in a client-facing role.
- Strong communication and negotiation skills with the ability to build trust with high-net-worth clients.
- Deep understanding of financial products (investments, insurance, retirement planning, etc.).
- Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent experience).
- Fluency in English; additional languages (e.g., Indonesian, Mandarin) are a plus.
- Self-motivated and results-oriented with a passion for long-term career growth in finance.
- Willingness to relocate or work in Bali (Canggu, Ubud, Denpasar, etc.) and adapt to a dynamic market.