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.