Wealth Solutions Advisor - Hybrid | Financial Planning

Fort Financial Pte. Ltd.; Singapore; Hybrid; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Hybrid work

Mentorship program

Career progression

Certifications support

Job summary

Fort Financial invites you to join HSBC Life Singapore to build a rewarding career in financial advisory. You will receive structured training, mentorship, and ongoing support to help clients achieve their financial goals.

As part of the team, you will build relationships, analyze client needs, and recommend protection, savings, and retirement strategies while collaborating with internal specialists. A qualifying education and strong communication are required, and a hybrid work setup is offered.

Qualifications

• Minimum education: GCE A-Level, Diploma or Bachelor's Degree.
• Excellent communication and interpersonal skills.
• Self-motivated with a willingness to learn.
• Client-focused with a professional and ethical approach.
• Experience in sales or financial services is an advantage but not required.

Responsibilities

• Build and maintain long-term relationships with new and existing clients.
• Understand clients' financial goals and provide suitable insurance and wealth planning solutions.
• Conduct financial needs analysis and recommend appropriate protection, savings, investment, and retirement strategies.
• Grow your client portfolio through networking, referrals, and business development activities.
• Provide regular reviews and ongoing support to ensure clients' financial plans remain aligned with their goals.
• Collaborate with internal specialists to deliver comprehensive financial solutions.

Skills

Communication skills

Interpersonal skills

Self-motivated

Willing to learn

Education

Bachelor's degree

Diploma

Job description

Fort Financial invites you to join HSBC Life Singapore to build a rewarding career in financial advisory. You will receive structured training, mentorship, and ongoing support to help clients achieve their financial goals.

As part of the team, you will build relationships, analyze client needs, and recommend protection, savings, and retirement strategies while collaborating with internal specialists. A qualifying education and strong communication are required, and a hybrid work setup is offered.