Wealth Solutions Consultant (Hybrid | Training Provided)

Fort Financial Pte. Ltd.; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid work

Structured training

Mentorship

Career progression

Job summary

Fort Financial, recruiting on behalf of HSBC Life Singapore, invites motivated individuals to build a career in financial advisory. You will receive structured training, mentorship, and ongoing support to help clients achieve their financial goals.

In this hybrid role, you will learn to assess clients' needs, provide insurance and wealth planning solutions, and grow your client base through networking and referrals. Previous sales or service experience is a plus, but not required.

Qualifications

• Minimum GCE A-Level, Diploma or Bachelor's Degree.
• Strong communication and interpersonal skills.
• Self-motivated with a willingness to learn.
• Client-focused with a professional and ethical approach.
• Previous experience in sales, customer service, banking, insurance, 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

Client-focused

Ethical approach

Education

GCE A-Level

Diploma

Bachelor's Degree

Job description

Fort Financialis recruiting on behalf ofHSBC Life Singaporefor individuals looking to build a career in financial advisory.

Whether you're starting your career or looking for a new opportunity, you'll receive structured training, mentorship, and ongoing support to develop your skills while helping clients achieve their financial goals.

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.

Requirements

• Minimum GCE A-Level, Diploma or Bachelor's Degree.
• Strong communication and interpersonal skills.
• Self-motivated with a willingness to learn.
• Client-focused with a professional and ethical approach.
• Previous experience in sales, customer service, banking, insurance, or financial services is an advantage but not required.

What We Offer

• Hybrid working arrangement.
• Structured training and mentorship provided.
• Professional development and career progression opportunities.
• Support in obtaining the necessary industry certifications and licences.

If you're driven, enjoy working with people, and are looking to build a meaningful career in financial services, we'd love to hear from you.