全职 Financial Consultant 工作, 薪水 up to SGD 6,000, Fort Financial Pte. Ltd. 公司招聘中 - Ricebowl

Company Overview

Fort Financial is an agency unit representing HSBC Group Pte Ltd. We provide value-added Wealth Services Solutions, Wealth Management, and Consultancy with integrity and diligence to secure clients’ financial futures.

Job Summary

Deliver tailored financial consulting and planning solutions to clients while building lasting relationships and achieving sales targets. Continuously develop skills through training to enhance service quality and client satisfaction.

Responsibilities

Deliver financial consulting and planning solutions customized to meet client needs and goals

Build and sustain long-term client relationships to foster trust and repeat business

Analyze client financial situations to recommend suitable financial products and strategies

Meet or exceed sales targets established by the company through effective client engagement

Engage actively in ongoing training and self-development programs to enhance financial expertise and service delivery

Preferred competencies and qualifications

Experience in Sales, Marketing, or Financial Services is a plus

Willingness to participate in training and obtain company-provided certification

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.