Wealth Solutions Advisor

FORT FINANCIAL PTE. LTD.

Singapore

Hybrid

SGD 60,000 - 120,000

Full time

2 days ago

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Job summary

Fort Financial PTE. LTD. is seeking a Wealth Solutions Consultant in Singapore to work closely with clients, understand their financial priorities, and recommend suitable wealth management strategies.

You will support clients in building and preserving wealth through personalized planning and ongoing advisory services, contributing to team targets. Ideal candidates hold a relevant Diploma or higher, have strong communication skills, and show genuine interest in investment and personal financial

Qualifications

Diploma or higher in Finance, Banking, Accounting, Economics, Business Management or related discipline.
Genuine interest in investment, wealth management, and personal financial planning.
Strong communication and interpersonal skills with ability to build rapport.
Analytical and problem-solving abilities with initiative and results-driven mindset.

Responsibilities

Engage clients to understand financial needs and long-term goals.
Recommend tailored wealth management solutions across investments and insurance.
Build and maintain client relationships through regular communication.
Prepare personalized financial strategies based on clients’ circumstances.
Conduct periodic portfolio reviews and adjust plans as needed.
Stay updated on financial markets, opportunities, and regulations.
Pursue industry licenses and certifications with company support.