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 equivalentOR

. 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