Wealth Solutions Advisor - Fast-Track to Management

fort financial pte. ltd.; Singapore; Remote; SGD 56,000 - 134,000; Full time

Benefits offered by this job

Career progression

Competitive salary & bonuses

Overseas incentives

Flexible work

Training & mentorship

Job summary

HSBC Life in Singapore seeks driven individuals for a client-facing advisory role blending financial guidance, portfolio reviews, and business development. You will build relationships, tailor solutions, and actively grow a client network.

The role offers structured progression to management within 2–3 years, with a base allowance plus uncapped commissions and performance bonuses. Flexible hours and international incentives enhance the package.

Qualifications

• Must have four GCE A-Level passes or equivalent, or a recognized diploma with at least 900 academic hours.
• Willingness to complete CMFAS papers (M5, M9, M9A, HI) with first exam fee sponsored.
• Singapore Citizens/PR only.

Responsibilities

• Review clients' financial portfolios and priorities.
• Recommend suitable investment and financial solutions.
• Expand client networks via events, referrals and business development.
• Build lasting client relationships through regular communication and portfolio reviews.
• Participate in mentorship programs led by senior leaders.

Skills

Interpersonal skills

Client-facing

Networking

Relationship management

Business development

Education

Four GCE A-Level passes or equivalent with a diploma (900 hours)

Job description

HSBC Life in Singapore seeks driven individuals for a client-facing advisory role blending financial guidance, portfolio reviews, and business development. You will build relationships, tailor solutions, and actively grow a client network.

The role offers structured progression to management within 2–3 years, with a base allowance plus uncapped commissions and performance bonuses. Flexible hours and international incentives enhance the package.