Wealth Solutions Consultant (Training Provided)

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 40,000 - 67,000; Full time

Benefits offered by this job

Licensing pathway

Structured onboarding

Mentorship by leaders

Weekly coaching

Job summary

HSBC Life is growing our wealth advisory team and we're inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You'll receive training, mentorship, and hands-on exposure to client advisory work.

During the programme you will learn wealth and investment advisory conversations, support client reviews, attend learning sessions with fund partners, and build relationships through referrals and events, while developing essential

Qualifications

• Strong communication and willingness to learn.
• Coachable, consistent, and goal-driven.
• Comfortable with a client-facing environment.
• Singaporeans/PRs (if applicable).

Responsibilities

• Learn how to conduct wealth & investment advisory conversations (protected under training & supervision).
• Support client reviews and updates on market movements.
• Attend product and investment learning sessions with leading fund partners.
• Build client relationships through referrals, events, and warm outreach.

Skills

Communication

Learnability

Coachable

Client-facing

Job description

Wealth Solutions Consultant (Training Provided) | Client-Facing Role

About the Role

HSBC Life is growing our wealth advisory team and we're inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You'll receive training, mentorship, and hands-on exposure to client advisory work.

What You'll Do

• Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)
• Support client reviews and updates on market movements
• Attend product and investment learning sessions with leading fund partners
• Build client relationships through referrals, events, and warm outreach

What We Look For

• Strong communication and willingness to learn
• Coachable, consistent, and goal-driven
• Comfortable with a client-facing environment
• Singaporeans/PRs (if applicable)

Training & Support

• Company-sponsored licensing/certification pathway (terms apply)
• Structured onboarding + weekly coaching
• Mentorship by experienced leaders
• Regular product / market training

Compensation

• Performance-based career with structured support
• Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)