- Bukit Merah Central Region (Singapore) Singapore
全职 Wealth Solutions Consultant (Training Provided) 工作, 薪水 up to SGD 6,000, Fort Financial Pte. Ltd. Central Region (Singapore) 公司招聘中 - Ricebowl
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职位描述
岗位职责
Wealth Solutions Consultant (Training Provided) | Client-Facing Role
About the Role
HSBC Life is growing our wealth advisory team and we’re inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You’ll receive training, mentorship, and hands-on exposure to client advisory work.
What You’ll Do
Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)
Support client reviews and updates on market movements
Attend product and investment learning sessions with leading fund partners
Build client relationships through referrals, events, and warm outreach
What We Look For
Strong communication and willingness to learn
Coachable, consistent, and goal-driven
Comfortable with a client-facing environment
Singaporeans/PRs (if applicable)
Training & Support
Company-sponsored licensing/certification pathway (terms apply)
Structured onboarding + weekly coaching
Mentorship by experienced leaders
Regular product / market training
Compensation
Performance-based career with structured support
Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)
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.
About the Role
HSBC Life is growing our wealth advisory team and we’re inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You’ll receive training, mentorship, and hands-on exposure to client advisory work.
What You’ll Do
Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)
Support client reviews and updates on market movements
Attend product and investment learning sessions with leading fund partners
Build client relationships through referrals, events, and warm outreach
What We Look For
Strong communication and willingness to learn
Coachable, consistent, and goal-driven
Comfortable with a client-facing environment
Singaporeans/PRs (if applicable)
Training & Support
Company-sponsored licensing/certification pathway (terms apply)
Structured onboarding + weekly coaching
Mentorship by experienced leaders
Regular product / market training
Compensation
Performance-based career with structured support
Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)
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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