Wealth Solution Consultant

Fort Financial; Singapore; Hybrid; SGD 40,000 - 80,000; Full time

Benefits offered by this job

Structured training

Career progression

Hybrid work

Incentives

Collaborative culture

Job summary

Fort Financial in Singapore is seeking a Wealth Solution Consultant to conduct financial needs analysis, tailor planning solutions, and build lasting client relationships through personalized wealth management.

You will review portfolios, recommend wealth, protection, and retirement solutions, and provide ongoing support while participating in training and development. A structured career path accompanies a flexible hybrid work arrangement.

Qualifications

• Must have strong communication and interpersonal skills.
• Ability to work independently and in a team.
• Prior experience in banking, insurance, sales, or customer service is advantageous but not required.

Responsibilities

• Conduct financial needs analysis and provide suitable financial planning solutions.
• Build and maintain long-term client relationships.
• Recommend wealth, protection, savings, and retirement solutions based on clients' needs.
• Review clients' financial portfolios regularly and provide ongoing support.
• Generate new business opportunities through networking and referrals.
• Ensure compliance with company and regulatory requirements.
• Participate in training and professional development programmes.

Skills

Communication skills

Interpersonal skills

Self-motivated

Teamwork

Job description

Fort Financial is a financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized wealth planning and protection solutions. We are committed to professionalism, integrity, and continuous learning while providing our team with the support and opportunities to build rewarding careers.

Role Responsibilities

As a Wealth Solution Consultant, you will:

• Conduct financial needs analysis and provide suitable financial planning solutions.
• Build and maintain long-term client relationships.
• Recommend wealth, protection, savings, and retirement solutions based on clients' needs.
• Review clients' financial portfolios regularly and provide ongoing support.
• Generate new business opportunities through networking and referrals.
• Ensure compliance with company and regulatory requirements.
• Participate in training and professional development programmes.

Requirements

• Aged 21 years and above
• Singapore Citizen or Permanent Resident (PR)
• Strong communication and interpersonal skills
• Self-motivated with a positive learning attitude
• Able to work independently and as part of a team
• Previous experience in banking, insurance, sales, or customer service is an advantage but not required

What we offer

• Structured training and mentorship
• Clear career progression opportunities
• Flexible hybrid working arrangement
• Supportive and collaborative team culture
• Performance-based incentives