Wealth Solutions Consultant (Fresh Graduates Welcome)

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 30,000 - 45,000; Full time

Benefits offered by this job

Paid 12-week training

One-to-one coaching and mentorship

Performance-based incentives

Career development

Hybrid work arrangement

Overseas business trips

Recognition

Continuous learning

Job summary

FORT FINANCIAL PTE. LTD. in Singapore is seeking a Wealth Solutions Consultant for fresh graduates and beginners. You will undergo a paid 12-week training, receive one-to-one mentorship, and learn to assess clients' financial needs and tailor wealth solutions.

This hybrid role offers growth, an attractive, performance-based package, and opportunities to travel for local and overseas business trips while building client relationships and financial advisory skills.

Qualifications

• Minimum Polytechnic Diploma, GCE A-Level, Bachelor's Degree, Professional Degree, or equivalent qualification.
• Fresh graduates, undergraduates, and entry-level candidates are welcome to apply.
• No prior financial services experience is required, as training and guidance will be provided.

Responsibilities

• Understand clients' financial needs and goals to explore suitable wealth solutions.
• Assist clients in reviewing financial situations and planning options.
• Present appropriate wealth management options based on client circumstances.

Skills

Communication skills

Client engagement

Learning attitude

Team player

Education

Polytechnic Diploma or equivalent

Job description

About the Role

Looking to kick-start your career in the financial services industry? Join us as a Wealth Solutions Consultant and discover opportunities to develop your professional skills, build meaningful client relationships, and grow your career.

We welcome fresh graduates, undergraduates, and individuals with little or no prior experience in financial services. Through our paid 12-week structured training programme, mentorship, and hands‑on guidance, you will gain the knowledge and skills needed to understand clients' financial needs and provide suitable wealth management solutions.

If you enjoy interacting with people, are eager to learn, and want to build a career with long‑term growth potential, we would love to hear from you!

What We Offer

• Paid 12-week structured training programme

• One-to-one coaching and mentorship from experienced professionals

• Attractive remuneration package with performance-based incentives

• Career development and progression opportunities

• Supportive team environment with ongoing guidance

• Flexible hybrid working arrangement

• Opportunities to attend local and overseas business trips

• Recognition and rewards for good performance

• Continuous learning and professional development

Key Responsibilities

• Understand clients' financial needs, priorities, and future aspirations to explore suitable financial and wealth solutions.

• Assist clients in reviewing their financial situations and identifying areas for financial planning.

• Present appropriate financial planning and wealth management options based on clients' individual circumstances and objectives.

• Build and maintain positive relationships with new and existing clients through regular communication and follow-ups.

• Support clients in reviewing their financial plans as their needs and life circumstances evolve.

• Participate in training sessions, workshops, and professional development activities to strengthen your financial knowledge and advisory skills.

• Keep up to date with financial products, market developments, and industry practices.

Job Requirements

• Minimum Polytechnic Diploma, GCE A-Level, Bachelor's Degree, Professional Degree, or equivalent qualification.

• At least 21 years old, subject to applicable regulatory requirements.

• Fresh graduates, undergraduates, and entry‑level candidates are welcome to apply.

• No prior financial services experience is required, as training and guidance will be provided.

• Strong interest in personal finance, wealth management, and client engagement.

• Positive attitude, willingness to learn, and openness to feedback.

• Self‑motivated, responsible, and goal‑oriented.

• Good communication and interpersonal skills.

• Able to work independently while contributing positively to a team.

Benefits

• Flexible working schedule

• Structured training and continuous professional development

• Hybrid work arrangement

• Career advancement opportunities

• Performance‑based incentives and recognition

Employment Type: Full-time

Work Arrangement: Hybrid

Work Location: Singapore 168730