Wealth Solutions Consultant

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

HSBC Life in Singapore seeks driven individuals for a client-facing role in financial services. You will learn investment products, build strong client relationships and review portfolios to understand clients' needs.

Responsibilities include developing new business through networking, engaging clients, and participating in ongoing training and mentorship to accelerate professional growth in a sales and business development capacity.

Qualifications

• Interest in financial services, wealth management and financial solutions.
• Excellent communication and interpersonal abilities.
• Willingness to learn and grow in a client-facing role.

Responsibilities

• Learn about investment products and financial solutions.
• Build and maintain strong client relationships through communication and client engagement.
• Review client portfolios and understand their financial needs.
• Develop new business opportunities through networking and prospecting.
• Work in a client-facing sales and business development role.
• Attend training, coaching, and mentorship programmes for professional development.

Skills

Strong communication

Interpersonal skills

Client-facing

Self-motivated

Goal-oriented

Willingness to learn

Interest in financial services

Job description

At HSBC Life, we are building a dedicated and trusted team within Financial Services and are looking for driven individuals with grit, passion, and a strong desire to make a difference.

Responsibilities:

• Learn about investment products and financial solutions.
• Build and maintain strong client relationships through communication and client engagement.
• Review client portfolios and understand their financial needs.
• Develop new business opportunities through networking and prospecting.
• Work in a client-facing sales and business development role.
• Attend training, coaching, and mentorship programmes for professional development.

Requirements:

• Strong interest in financial services, wealth management, and financial solutions.
• Strong communication and interpersonal skills.
• Confident in a client-facing environment.
• Self-motivated, driven, and goal-oriented.
• Willingness to learn and develop professionally.
• Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.