Wealth Solutions Consultant (Hybrid | Training Provided)

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.