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Fort Financial Hiring! Work from Home Wealth Solutions Consultant (Hybrid | Training Provided) in Central Region (Singapore) - Ricebowl

Wealth Solutions Consultant (Hybrid | Training Provided)

Fort Financial

Undisclosed

Bukit Merah, Central Region (Singapore)

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Working Location

  • Tiong Bahru Road Bukit Merah Central Region (Singapore) Singapore

Job Description

Responsibilities

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.

Pay: $5,000.00 - $10,000.00 per month

Benefits:

  • Flexible schedule
  • Professional development
  • Work from home

Work Location: Hybrid remote in Tiong Bahru

Important Information

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