全职 Wealth Solution Consultant 工作, 薪水, Fort Financial 公司招聘中 - Ricebowl

About Fort Financial

Fort Financial is a financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized wealth planning and protection solutions. We are committed to professionalism, integrity, and continuous learning while providing our team with the support and opportunities to build rewarding careers.

Role Responsibilities

As a Wealth Solution Consultant, you will:

• Conduct financial needs analysis and provide suitable financial planning solutions.
• Build and maintain long-term client relationships.
• Recommend wealth, protection, savings, and retirement solutions based on clients' needs.
• Review clients' financial portfolios regularly and provide ongoing support.
• Generate new business opportunities through networking and referrals.
• Ensure compliance with company and regulatory requirements.
• Participate in training and professional development programmes.

Requirements

• Aged 21 years and above
• Singapore Citizen or Permanent Resident (PR)
• Minimum GCE 'A' Level, Diploma, or equivalent qualification
• Strong communication and interpersonal skills
• Self-motivated with a positive learning attitude
• Able to work independently and as part of a team
• Previous experience in banking, insurance, sales, or customer service is an advantage but not required

What we offer

• Structured training and mentorship
• Clear career progression opportunities
• Flexible hybrid working arrangement
• Supportive and collaborative team culture
• Performance-based incentives
• Continuous professional development

Apply now and start building a rewarding career with Fort Financial.