About the role
A client-facing sales and business development role within Financial Services, focused on building and maintaining strong client relationships through communication and engagement.
Key responsibilities
Learn about investment products and financial solutions
Build and maintain strong client relationships through communication and client engagement
Review client portfolios and understand their financial needs
Develop new business opportunities through networking and prospecting
Attend training, coaching, and mentorship programmes for professional development
About you
Strong interest in financial services, wealth management, and financial solutions
Strong communication and interpersonal skills
Confident in a client-facing environment
Self-motivated, driven, and goal-oriented
Willingness to learn and develop professionally
Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage
About us
HSBC Life is building a dedicated and trusted team within Financial Services, looking for driven individuals with grit, passion, and a strong desire to make a difference.
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.