Wealth Solutions Advisor — Hybrid, Mentorship & Growth

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid working arrangement

Structured training and mentorship

Career progression opportunities

Licensing and certification support

Job summary

Fort Financial Pte. Ltd. is partnering with HSBC Life Singapore to recruit individuals seeking a career in financial advisory.

You will receive structured training, mentorship, and ongoing support to help clients achieve their financial goals while building long‑term client relationships. Role involves needs analysis, recommending protection, savings, investments, and retirement strategies, and growing your portfolio through networking and referrals.

Qualifications

• Strong communication and interpersonal skills are required.
• Willingness to learn and a professional, ethical approach.
• Self-motivation and drive to grow in financial services.

Responsibilities

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

Skills

Communication

Interpersonal skills

Self-motivated

Client-focused

Education

GCE A-Level / Diploma / Bachelor's Degree

Job description

Fort Financial Pte. Ltd. is partnering with HSBC Life Singapore to recruit individuals seeking a career in financial advisory.

You will receive structured training, mentorship, and ongoing support to help clients achieve their financial goals while building long‑term client relationships. Role involves needs analysis, recommending protection, savings, investments, and retirement strategies, and growing your portfolio through networking and referrals.