Wealth Solutions Manager

fort financial pte. ltd.; Singapore; Remote; SGD 56,000 - 134,000; Full time

Benefits offered by this job

Career progression

Competitive salary & bonuses

Overseas incentives

Flexible work

Training & mentorship

Job summary

HSBC Life in Singapore seeks driven individuals for a client-facing advisory role blending financial guidance, portfolio reviews, and business development. You will build relationships, tailor solutions, and actively grow a client network.

The role offers structured progression to management within 2–3 years, with a base allowance plus uncapped commissions and performance bonuses. Flexible hours and international incentives enhance the package.

Qualifications

• Must have four GCE A-Level passes or equivalent, or a recognized diploma with at least 900 academic hours.
• Willingness to complete CMFAS papers (M5, M9, M9A, HI) with first exam fee sponsored.
• Singapore Citizens/PR only.

Responsibilities

• Review clients' financial portfolios and priorities.
• Recommend suitable investment and financial solutions.
• Expand client networks via events, referrals and business development.
• Build lasting client relationships through regular communication and portfolio reviews.
• Participate in mentorship programs led by senior leaders.

Skills

Interpersonal skills

Client-facing

Networking

Relationship management

Business development

Education

Four GCE A-Level passes or equivalent with a diploma (900 hours)

Job description

About the Role

At HSBC Life, we are committed to developing future leaders in the financial services industry. We are expanding our team and seeking driven individuals with strong interpersonal skills, a proactive mindset, and a passion for helping clients achieve their financial goals.

This client-facing role combines financial advisory, relationship management, and business development, with a structured career pathway toward management opportunities within 2-3 years.

Key Responsibilities

• Review clients' financial portfolios and understand their financial priorities and long-term objectives.

• Recommend suitable investment and financial solutions based on individual client needs.

• Expand client networks through networking events, referrals, and business development activities.

• Build lasting client relationships through regular communication, portfolio reviews, and client appreciation initiatives.

• Participate in continuous professional development and mentorship programs led by experienced senior leaders.

Job Highlights & Benefits

• Career Progression: Structured career development with opportunities to advance into management within 2-3 years.

• Attractive Remuneration: Basic allowance ranging from SGD 5,000 to SGD 12,000+, with uncapped commission opportunities and performance bonuses.

• Overseas Incentives: Opportunities to enjoy company-sponsored overseas incentive trips.

• Flexible Work Arrangements: Flexible working hours and location based on client appointments and business needs.

• Training & Mentorship: Dedicated one-to-one coaching and ongoing professional development support.

Mandatory Requirements

• Nationality: Singapore Citizens and Permanent Residents (PRs) only.

• Age: Minimum 21 years old.

• Educational Qualifications: Four GCE A-Level passes or equivalent, a recognized local diploma, or a recognized diploma comprising at least 900 academic hours with formal graded examinations.

• Professional Licensing: Willingness to complete the four mandatory CMFAS examination papers (M5, M9, M9A, and HI), with the first examination fee sponsored by the company.