- Singapore
Fort Financial Pte. Ltd. Hiring! Full Time Wealth Solution Consultant in , Earn up to SGD 6,000 - Ricebowl
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Job Description
Responsibilities
Company Overview
Fort Financial is an agency unit representing HSBC Group Pte Ltd. We deliver value-added Wealth Services Solutions, Wealth Management, and Consultancy, ensuring clients receive diligent, integrity-driven advice for their financial future.
Job Summary
You will provide holistic wealth management solutions by understanding clients’ financial goals, developing tailored plans, and monitoring portfolios to help clients grow and protect their wealth while achieving individual and team targets ethically.
Responsibilities
Analyze clients’ financial goals and objectives through in-depth discussions to tailor wealth solutions
Deliver comprehensive wealth management advice including investment, insurance, retirement, and estate planning
Establish and maintain long-term trusted advisor relationships with clients to support their financial wellbeing
Develop and implement customized financial plans that help clients grow and protect their wealth
Monitor and review client portfolios regularly to ensure alignment with evolving needs and market conditions
Stay informed on market trends and industry developments to provide timely, relevant financial advice
Meet individual and team performance targets while adhering to professional and ethical standards
Preferred competencies and qualifications
Diploma in Management, Accounting, Finance, Economics, Banking, or related field
Strong interest in wealth management and financial planning demonstrated through proactive learning or experience
Excellent communication, interpersonal, and relationship-building skills applied in client engagement
Analytical thinking with self-motivation and goal orientation to drive client outcomes
Willingness to obtain relevant licenses and certifications, supported by the company
Fort Financial is an agency unit representing HSBC Group Pte Ltd.
We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.
It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.
Fort Financial is an agency unit representing HSBC Group Pte Ltd. We deliver value-added Wealth Services Solutions, Wealth Management, and Consultancy, ensuring clients receive diligent, integrity-driven advice for their financial future.
Job Summary
You will provide holistic wealth management solutions by understanding clients’ financial goals, developing tailored plans, and monitoring portfolios to help clients grow and protect their wealth while achieving individual and team targets ethically.
Responsibilities
Analyze clients’ financial goals and objectives through in-depth discussions to tailor wealth solutions
Deliver comprehensive wealth management advice including investment, insurance, retirement, and estate planning
Establish and maintain long-term trusted advisor relationships with clients to support their financial wellbeing
Develop and implement customized financial plans that help clients grow and protect their wealth
Monitor and review client portfolios regularly to ensure alignment with evolving needs and market conditions
Stay informed on market trends and industry developments to provide timely, relevant financial advice
Meet individual and team performance targets while adhering to professional and ethical standards
Preferred competencies and qualifications
Diploma in Management, Accounting, Finance, Economics, Banking, or related field
Strong interest in wealth management and financial planning demonstrated through proactive learning or experience
Excellent communication, interpersonal, and relationship-building skills applied in client engagement
Analytical thinking with self-motivation and goal orientation to drive client outcomes
Willingness to obtain relevant licenses and certifications, supported by the company
Fort Financial is an agency unit representing HSBC Group Pte Ltd.
We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.
It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.
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