Financial Consultant

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Fort Financial is seeking a Financial Consultant who is passionate about delivering client-centric advice and building long-term relationships. You will conduct Financial Needs Analyses, recommend suitable products and funds, and clearly explain how each recommendation aligns with the client's objectives.

You will grow and maintain a client base, provide high-quality after-sales service, review portfolios for relevance, and ensure records are compliant with regulatory requirements and the HSBC

Responsibilities

• Conduct comprehensive Financial Needs Analyses (FNA) through fact-finding and client interviews.
• Recommend products and funds matching client goals, risk profile, and needs.
• Explain how each recommendation meets the client's financial objectives.
• Advise clients on fund-related transactions (e.g., fund switching, premium re-direction).
• Deliver high-quality after-sales service.
• Regularly review clients' insurance and financial portfolios to ensure relevance.
• Maintain accurate records of FNAs, policy illustrations, product summaries, and related documentation.
• Ensure all records are returned to the Organisation's Director upon exit from the company, or to the Agency Development Director (ADD) if the Director has also exited.

Job description

Job Description

About Fort Financial

Fort Financial is a trusted name in the financial services industry, offering personalized solutions to help clients achieve their financial goals. We are expanding our team and seeking dedicated Financial Consultant who are passionate about delivering client-centric advice and building long-term relationships.

Key Responsibilities

1. Generate New Business

• Conduct comprehensive Financial Needs Analysis (FNA) through proper fact-finding and client interviews.

• Recommend appropriate products and funds that match the client's financial goals, risk profile, and needs.

• Clearly explain how each recommendation meets the client's financial objectives.

• Advise clients on fund-related transactions (e.g., fund switching, premium re-direction).

2. Grow and Maintain Client Base

• Deliver consistent and high-quality after-sales service.

• Regularly review clients' insurance and financial portfolios to ensure they remain relevant and up to date.

• Maintain accurate records of all FNAs, policy illustrations, product summaries, and related documentation.

• Ensure all records are returned to the Organisation's Director upon exit from the company, or to the Agency Development Director (ADD) if the Director has also exited.

3. Stay Compliant and Up to Date

• Keep up with the latest regulatory requirements, and apply them in all sales and service activities.

• Follow Fort Financial's internal guidelines and industry best practices.

• Adhere to the HSBC Code of Conduct and act with integrity, professionalism, and in the best interest of the client.