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 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 is recruiting on behalf of HSBC Life Singapore for 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.