Wealth Solution Consultant | Hybrid

HSBC Life Singapore – Fort Financial

About the Role

This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.

Key Responsibilities

• Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.

• Develop personalised wealth accumulation, protection, and retirement strategies.

• Advise clients on investment, savings, and legacy planning solutions.

• Build and maintain long-term client relationships through regular portfolio reviews.

• Educate clients on financial concepts and recommend suitable wealth management strategies.

• Prepare financial analyses, recommendations, and reports to support clients' financial decisions.

• Stay updated with market developments and regulatory requirements.

What We're Looking For

• Singapore Citizen or Permanent Resident.

• Minimum qualification of:

• Diploma from a Local Polytechnic or equivalent;OR

• GCE 'A' Levels; OR

• Bachelor’s degree in any field

• Strong interpersonal and communication skills.

• Self-motivated with a desire to build a successful career.

Benefits

• Competitive remuneration: SGD $6,000 – $14,000

• Quarterly performance incentives and bonuses

• Welcome bonus upon confirmation

• Supportive and collaborative team environment

• Structured mentorship and career progression pathway