Wealth Solutions Consultant (Basic + Commission)

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 55,800 - 78,120; Full time

Benefits offered by this job

Uncapped commissions

Performance bonuses

Structured training

Mentorship

Hybrid work arrangement

Flexible working hours

Licensing examination sponsorship

Career progression

Job summary

HSBC Life Singapore is offering a no-experience-entry role designed to launch a rewarding career in financial services. You will receive structured training, mentorship, and support to build client relationships and provide financial advice.

The position features hybrid work and flexible hours, with clear pathways to senior roles and leadership. Candidates need a diploma and strong communication skills; CMFAS licensing may be sponsored and provided with comprehensive training, enabling you to

Qualifications

• Singapore Citizen or Singapore Permanent Resident only.
• Minimum Diploma from a recognised institution (or equivalent overseas qualification).
• No prior financial advisory experience required; comprehensive training will be provided.
• Existing CMFAS certifications are an advantage but not required.

Responsibilities

• Understand clients' financial goals and recommend wealth accumulation, protection, retirement and investment solutions.
• Build and maintain long-term relationships with individual and corporate clients.
• Conduct financial reviews and provide professional financial advice.
• Deliver excellent customer service throughout the client journey.
• Keep up to date with market trends, products and regulatory requirements.

Skills

Interpersonal skills

Communication skills

Willingness to learn

Education

Diploma or equivalent

Job description

HSBC Life Singapore | No Experience Required | Hybrid & Flexible Hours

Join HSBC Life Singapore and build a rewarding career in financial services with one of the world's leading financial institutions. Whether you're starting your career or looking for a fresh opportunity, you'll receive structured training, mentorship, and the support needed to succeed.

What We Offer

• Basic salary: SGD 5,000 - SGD 7,000/month (based on experience and last drawn salary)
• Uncapped commissions and performance bonuses
• Structured training and one-to-one mentorship from experienced leaders
• Join a high-performing and supportive team
• Multiple lead generation platforms provided - no obligation to approach friends or family
• Support to help you secure your first few client cases and build confidence
• Opportunities to specialise in:Wealth & Investment PlanningProtection PlanningCorporate Employee BenefitsBusiness Insurance Solutions
• Clear career progression into Senior Consultant, Team Manager, or Leadership roles
• Hybrid work arrangement - work from home and office
• Flexible working hours - manage your own schedule
• Annual incentive trips and recognition awards for top performers
• Sponsorship for required licensing examinations

Key Responsibilities

• Understand clients' financial goals and recommend suitable wealth accumulation, protection, retirement, and investment solutions
• Build and maintain long-term relationships with individual and corporate clients
• Conduct financial reviews and provide professional financial advice
• Deliver excellent customer service throughout the client journey
• Keep up to date with market trends, products, and regulatory requirements

Requirements

• Singapore Citizen or Singapore Permanent Resident only (visa sponsorship is not available)
• Minimum Diploma from a recognised institution (or equivalent overseas qualification)
• No prior financial advisory experience required - comprehensive training will be provided
• Strong interpersonal and communication skills
• Self-motivated with a willingness to learn and grow
• Existing CMFAS certifications (M5, M9, M9A, HI and M8A, where applicable) are an advantage but not required

Licensing Support

Successful candidates will be required to obtain the necessary CMFAS certifications before commencing the role. All required examination fees are fully sponsored by the company.

If you're looking for a career with high earning potential, flexibility, professional development, and long-term growth, we'd love to hear from you.