- Bukit Merah Central Region (Singapore) Singapore
全职 Wealth Solutions Consultant (Hybrid | Training Provided) 工作, 薪水 up to SGD 7,000, Fort Financial Pte. Ltd. Central Region (Singapore) 公司招聘中 - Ricebowl
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岗位职责
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.
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 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.
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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