Wealth Planning Advisor

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

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.