Wealth Solutions Development Manager (Fast-Track Management Pathway)

fort financial pte. ltd.; Singapore; Hybrid; SGD 56,000 - 112,000; Full time

Benefits offered by this job

Career progression

Uncapped commissions

Overseas incentive trips

Flexible hours and location

1-on-1 coaching

Job summary

HSBC Life is seeking a client-facing sales and advisory professional in Singapore to drive business development and client relationships. The role offers a structured pathway into management within 2–3 years and is complemented by robust training and mentorship.

Rewards include a guaranteed basic allowance (SGD 5,000–10,000+) with uncapped commission and performance bonuses, plus overseas incentive trips. Flexible hours and location with appointment-based scheduling are provided.

Qualifications

• Client-facing sales and advisory experience preferred.
• Strong interpersonal skills and ability to build trust.
• Ability to network and cultivate client relationships.

Responsibilities

• Analyze client portfolios and understand long-term financial goals.
• Learn and recommend suitable investment and financial solutions.
• Expand network and cultivate new client relationships through events and outreach.
• Manage ongoing client relationships with clear communication.
• Attend ongoing personal development training.

Skills

Interpersonal skills

Sales aptitude

Networking

Education

4 GCE A-Level passes

Diploma (Singapore Polytechnic or equivalent)

Job description

About the Role:

At HSBC Life, we are the cornerstone in business development within Financial Services. We are forming a dedicated and trusted team and are looking for candidates with grit, passion, and strong interpersonal skills to make a difference.

This is a client-facing sales and advisory position with a structured pathway transitioning into management within 2 to 3 years.

Key Responsibilities:

• Analyze client portfolios, assess financial stability, and understand their long-term financial goals.
• Learn and recommend suitable investment and financial solutions tailored to client needs.
• Expand network and cultivate new client relationships through events, networking, and direct outreach.
• Manage ongoing client relationships through appreciation events and clear communication.
• Attend continuous personal development training provided by Senior Leadership.

Job Highlights & Benefits:

• Career Progression: Structured promotion path toward top management
• Attractive Remuneration: Guaranteed basic allowance ($5,000 – $10,000+) upon meeting sales KPIs + uncapped commission payouts & performance bonuses.
• Fully paid overseas incentive trips.
• Flexible working hours and location (appointment-based schedule).
• Dedicated 1-on-1 coaching and mentorship program

Mandatory Requirements:

• Nationality: Singapore Citizen or Permanent Resident (PR) ONLY. (Foreigners are not accepted per MAS/company guidelines).
• Age: Minimum 21 years old.
• Minimum Education: 4 GCE 'A' Level passes (or equivalent); Local Diploma (Singapore Polytechnic diplomas automatically recognized); Recognized Diploma (minimum 900 academic hours with formal graded exams).
• Licensing: Willingness to complete 4 mandatory CMFAS examination papers (M5, M9, M9A, HI). (First examination fee is fully sponsored by the company).