jobs in Fort Financial

居家办公 Wealth Solutions Consultant (Training Provided) 工作, 薪水 up to SGD 10,000, Fort Financial Central Region (Singapore) 公司招聘中 - Ricebowl

Wealth Solutions Consultant (Training Provided)

Fort Financial

SGD5,000 - SGD10,000 每月

Bukit Merah, Central Region (Singapore)

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工作地点

  • Bukit Merah Central Region (Singapore) Singapore

职位描述

岗位职责

About Us

Fort Financial Pte Ltd is a financial advisory firm committed to helping individuals and families achieve their financial goals through personalised wealth planning solutions. We are looking for motivated individuals who enjoy working with people and are eager to build a rewarding career in the financial services industry.

Whether you're a fresh graduate or an experienced professional looking for a career change, we provide structured training, mentorship, and continuous professional development to support your success.

Key Responsibilities

  • Build and maintain strong relationships with prospective and existing clients.
  • Understand clients' financial goals and recommend suitable wealth planning solutions.
  • Conduct financial needs analysis and provide personalised recommendations.
  • Assist clients with wealth accumulation, protection, retirement, education, and legacy planning.
  • Review clients' financial plans regularly and provide ongoing support.
  • Stay up to date with financial products, industry developments, and regulatory requirements.
  • Participate in training, coaching, and professional development programmes.

Requirements

  • Diploma or Bachelor's degree in any field.
  • Fresh graduates and career switchers are encouraged to apply.
  • Strong interpersonal and communication skills.
  • Positive attitude with a willingness to learn.
  • Self-motivated and able to work both independently and collaboratively.
  • Passion for building meaningful client relationships.

What We Offer

  • Comprehensive training and one-on-one mentorship.
  • Support in obtaining the required industry certifications.
  • Clear career progression and professional development opportunities.
  • Competitive remuneration package with performance-based incentives.
  • Flexible work arrangements.
  • A collaborative and supportive team environment.
  • Recognition and incentive programmes based on performance.

If you are passionate about helping others achieve financial well-being and are looking to build a long-term career in financial services, we encourage you to apply today.

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

Benefits:

  • Flexible schedule
  • Professional development
  • Work from home

Work Location: In person

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