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Financial Consultant
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Financial Consultant
fort financial pte. ltd.- Posted 4 days ago
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Job Description
Company Overview
Fort Financial is an agency unit representing HSBC Group Pte Ltd. We provide value-added Wealth Services Solutions, Wealth Management, and Consultancy with integrity and diligence to secure clients financial futures.
Job Summary
Deliver tailored financial consulting and planning solutions to clients while building lasting relationships and achieving sales targets. Continuously develop skills through training to enhance service quality and client satisfaction.
Responsibilities
- Deliver financial consulting and planning solutions customized to meet client needs and goals
- Build and sustain long-term client relationships to foster trust and repeat business
- Analyze client financial situations to recommend suitable financial products and strategies
- Meet or exceed sales targets established by the company through effective client engagement
- Engage actively in ongoing training and self-development programs to enhance financial expertise and service delivery
Preferred competencies and qualifications
- Experience in Sales, Marketing, or Financial Services is a plus
- Willingness to participate in training and obtain company-provided certification
More Info
Key Skills
Long-term Customer Relationships
Proactive Communication
Meet and Greet
Team-oriented
About Company
Skills:
compliance support , protection planning , Legacy Planning, Wealth Management, Investment Frameworks, Financial Planning, Asset Management Platforms, Fintech Advisory Tools
Skills:
trading system , User Training, Networking, Financial Engineering, Valuation, Proactive Communication, Job Vacancies, Wealth Management, Team-oriented, wealth accumulation, Training Programme Design, Financial Consultancy, career advising
Skills:
Financial Services, retirement planning, Wealth Management, Advise Clients, wealth accumulation, Financial Planning, Meetings With Clients, Communication, Financial Consultancy, Risk Management
Skills:
User Training, face to face meetings with clients, Proactive Communication, Network Development, Banking Security, Design, financial review, Wealth Management, Team-oriented, wealth accumulation, Team Building, Implemented Code, Financial Consultancy
Skills:
retirement planning, Investments, Analytical Skills, Finance, Financial Planning