Financial Services Consultant (Flexible Working Hours + Basic Allowance)

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 45,000 - 78,000; Full time

Benefits offered by this job

Flexible hours

Basic monthly allowance

Performance-based incentives

Structured training

Licensing support

Long-term career development

Job summary

Fort Financial PTE. LTD. is seeking motivated Financial Advisory Consultants to help clients identify financial goals and explore suitable solutions across investment, insurance, retirement, and wealth protection. You will engage clients, tailor plans, and provide ongoing advisory support to drive business growth.

The role emphasizes building long-term client relationships, understanding client needs, and staying informed about market developments, with training and licensing support provided.

Qualifications

• Diploma or Bachelor's Degree in Finance, Banking, Accounting, Economics, Business, or other relevant fields.
• Interest in financial services, investment products, and wealth management.
• Strong verbal communication and interpersonal skills.
• Ability to understand client needs and provide appropriate solutions.
• Good critical thinking, analytical, and decision-making abilities.
• Self-motivated, adaptable, and comfortable working towards performance targets.
• Willingness to obtain relevant financial industry qualifications and licensing, with training and guidance provided.

Responsibilities

• Meet with prospective and existing clients to understand their financial circumstances, objectives, and future plans.
• Provide recommendations on suitable financial products and strategies, including investments, insurance, retirement planning, and wealth protection.
• Establish and maintain long-term client relationships through regular follow-ups and ongoing advisory support.
• Develop individualized financial plans that align with clients' budgets, priorities, and financial goals.
• Review existing financial arrangements and suggest adjustments based on clients' changing needs and market conditions.
• Stay informed about financial market developments, investment products, and relevant regulatory requirements.
• Achieve assigned business targets while ensuring all client interactions and recommendations meet professional and compliance standards.

Skills

Communication

Interpersonal skills

Client needs analysis

Self-motivated

Adaptable

Performance-driven

Education

Diploma or Bachelor's Degree in Finance, Banking, Accounting, Economics, Business

Job description

About the Company

Fort Financial is an agency unit representing HSBC Group Pte Ltd, providing clients with comprehensive financial advisory and wealth management services. We focus on helping individuals make well-informed financial decisions through customized financial strategies, professional advice, and long-term wealth planning.

Job Overview

We are looking for motivated and client-focused individuals to join our team as Financial Advisory Consultants. In this role, you will assist clients in identifying their financial goals and exploring suitable solutions to meet their needs.

You will provide guidance across various areas of financial planning, including investment management, insurance, retirement preparation, and wealth protection. Through regular client engagement and portfolio assessments, you will help clients make informed decisions while contributing towards the team's overall business growth.

Main Responsibilities

• Meet with prospective and existing clients to understand their financial circumstances, objectives, and future plans.

• Provide recommendations on suitable financial products and strategies, including investments, insurance, retirement planning, and wealth protection.

• Establish and maintain long-term client relationships through regular follow-ups and ongoing advisory support.

• Develop individualized financial plans that align with clients' budgets, priorities, and financial goals.

• Review existing financial arrangements and suggest adjustments where appropriate based on clients' changing needs and market conditions.

• Stay informed about financial market developments, investment products, and relevant regulatory requirements.

• Achieve assigned business targets while ensuring that all client interactions and recommendations meet professional and compliance standards.

Qualifications and Skills

• Diploma or Bachelor's Degree in Finance, Banking, Accounting, Economics, Business, or other relevant fields.

• An interest in financial services, investment products, and wealth management.

• Strong verbal communication and interpersonal skills.

• Ability to understand client needs and provide appropriate solutions.

• Good critical thinking, analytical, and decision-making abilities.

• Self-motivated, adaptable, and comfortable working towards performance targets.

• Willingness to obtain relevant financial industry qualifications and licensing, with training and guidance provided.

What We Offer

• Flexible working hours and arrangements.

• Basic monthly allowance.

• Performance-based incentives and earning opportunities.

• Structured training and professional development.

• Support in obtaining relevant industry certifications and licenses.

• Opportunities to develop a long-term career in financial advisory and wealth management.