Wealth Solutions Consultant

Fort Financial; Singapore; On-site; SGD 54,000 - 90,000; Full time

Job summary

HSBC Life is seeking a client-facing sales and business development professional in Financial Services to build and maintain strong client relationships through effective communication and engagement.

The role focuses on learning investment products, reviewing client portfolios, and developing new business opportunities through networking, with opportunities for training and mentorship to support professional development.

Qualifications

• Strong interest in financial services, wealth management, and financial solutions.
• Excellent 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.

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.
• Attend training, coaching, and mentorship programmes for professional development.

Skills

Strong communication and interpersonal

Client relationship management

Networking and prospecting

Interest in financial services

Self-motivated and goal-oriented

Job description

About the role

A client-facing sales and business development role within Financial Services, focused on building and maintaining strong client relationships through communication and engagement.

Key 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
• Attend training, coaching, and mentorship programmes for professional development

About you

• 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

About us

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