Client-Focused Wealth Solutions Advisor

Fort Financial; Singapore; On-site; SGD 54,000 - 90,000; Full time

Job summary

HSBC Life is seeking a client-facing sales and business development professional in Financial Services to build and maintain strong client relationships through effective communication and engagement.

The role focuses on learning investment products, reviewing client portfolios, and developing new business opportunities through networking, with opportunities for training and mentorship to support professional development.

Qualifications

• Strong interest in financial services, wealth management, and financial solutions.
• Excellent communication and interpersonal skills.
• Confident in a client-facing environment.
• Self-motivated, driven, and goal-oriented.
• Willingness to learn and develop professionally.
• Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.

Responsibilities

• Learn about investment products and financial solutions.
• Build and maintain strong client relationships through communication and client engagement.
• Review client portfolios and understand their financial needs.
• Develop new business opportunities through networking and prospecting.
• Attend training, coaching, and mentorship programmes for professional development.

Skills

Strong communication and interpersonal

Client relationship management

Networking and prospecting

Interest in financial services

Self-motivated and goal-oriented

Job description

HSBC Life is seeking a client-facing sales and business development professional in Financial Services to build and maintain strong client relationships through effective communication and engagement.

The role focuses on learning investment products, reviewing client portfolios, and developing new business opportunities through networking, with opportunities for training and mentorship to support professional development.