Financial Services Consultants

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

Job summary

Fort Financial Pte. Ltd. is seeking driven, service‑oriented individuals to provide personalized financial planning and advisory support to clients. You will understand client objectives, recommend suitable solutions, and build strong professional relationships.

The role involves working toward sales targets while continuously improving industry knowledge through training and development, staying informed about financial products and wealth management trends to deliver reliable client guidance.

Qualifications

• Strong communication and interpersonal skills are essential.
• Willingness to undergo professional training and certifications provided or supported by the company.
• Ability to build client relationships and work toward performance objectives.

Responsibilities

• Provide personalized financial planning and advisory services based on client requirements and objectives.
• Establish and maintain positive client relationships through effective communication and follow-ups.
• Assess clients' financial needs to identify appropriate wealth management strategies and products.
• Work toward achieving individual sales goals and contribute to overall business performance.
• Participate in training, workshops, and development initiatives to strengthen financial knowledge and client service.
• Stay informed about relevant financial products, services, and industry developments.

Skills

Communication skills

Interpersonal skills

Proactive attitude

Client relationship building

Sales orientation

Job description

Company Profile

Fort Financial is an agency unit representing HSBC Group Pte Ltd, specialising in wealth management, financial advisory, and consultancy services. We are committed to delivering reliable and client-focused financial solutions, helping individuals plan, manage, and protect their financial future with professionalism and integrity.

Job Overview

We are seeking driven and service-oriented individuals to provide personalized financial planning and advisory support to clients. The role involves understanding clients' financial objectives, recommending appropriate solutions, and developing strong professional relationships. You will also be expected to work towards business targets while continuously improving your industry knowledge through structured training and development.

Key Responsibilities

• Provide personalized financial planning and advisory services based on individual client requirements and financial objectives.

• Establish and maintain positive client relationships through effective communication and consistent follow-ups.

• Assess clients' financial needs and circumstances to identify appropriate financial products and wealth management strategies.

• Work towards achieving individual sales goals and contributing to the company's overall business performance.

• Take part in professional training, workshops, and development initiatives to strengthen financial knowledge and improve client service.

• Stay informed about relevant financial products, services, and industry developments.

Qualifications and Competencies

• Previous experience in sales, marketing, customer service, or financial services would be an advantage.

• Strong communication and interpersonal skills.

• A proactive attitude with an interest in financial planning and wealth management.

• Willingness to undergo professional training and complete relevant certifications provided or supported by the company.

• Ability to build client relationships and work towards performance objectives.