Entry-Level Wealth Solutions Consultant — Hybrid & Mentorship

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 30,000 - 45,000; Full time

Benefits offered by this job

Paid 12-week training

One-to-one coaching and mentorship

Performance-based incentives

Career development

Hybrid work arrangement

Overseas business trips

Recognition

Continuous learning

Job summary

FORT FINANCIAL PTE. LTD. in Singapore is seeking a Wealth Solutions Consultant for fresh graduates and beginners. You will undergo a paid 12-week training, receive one-to-one mentorship, and learn to assess clients' financial needs and tailor wealth solutions.

This hybrid role offers growth, an attractive, performance-based package, and opportunities to travel for local and overseas business trips while building client relationships and financial advisory skills.

Qualifications

• Minimum Polytechnic Diploma, GCE A-Level, Bachelor's Degree, Professional Degree, or equivalent qualification.
• Fresh graduates, undergraduates, and entry-level candidates are welcome to apply.
• No prior financial services experience is required, as training and guidance will be provided.

Responsibilities

• Understand clients' financial needs and goals to explore suitable wealth solutions.
• Assist clients in reviewing financial situations and planning options.
• Present appropriate wealth management options based on client circumstances.

Skills

Communication skills

Client engagement

Learning attitude

Team player

Education

Polytechnic Diploma or equivalent

Job description

FORT FINANCIAL PTE. LTD. in Singapore is seeking a Wealth Solutions Consultant for fresh graduates and beginners. You will undergo a paid 12-week training, receive one-to-one mentorship, and learn to assess clients' financial needs and tailor wealth solutions.

This hybrid role offers growth, an attractive, performance-based package, and opportunities to travel for local and overseas business trips while building client relationships and financial advisory skills.