We are looking for motivated individuals to join our financial advisory team under Fort Financial, representing HSBC Life (Singapore) Pte Ltd.
This role is suitable for fresh graduates, A-Level / Diploma holders, career switchers, and individuals with or without prior experience in financial services. Full training and mentorship will be provided.
Key Responsibilities
- Meet clients to understand financial goals, risk profile, and financial situation
- Provide financial advice on protection, savings, investment, and retirement planning
- Develop personalised financial plans based on client needs
- Recommend suitable financial solutions including insurance and investment-linked products
- Build and maintain long-term client relationships through regular reviews
- Stay updated on financial markets, products, and regulatory requirements
- Ensure all recommendations comply with MAS regulations and company standards
- Generate business through networking, referrals, and client acquisition activities
Requirements
- Minimum A-Level / Diploma and above (Degree preferred but not required)
- No experience required (training provided)
- Strong communication and interpersonal skills
- Self-motivated, disciplined, and willing to learn
- Open to fresh graduates and career switchers
- Candidates with sales, banking, insurance, or client-facing experience are welcome
What We Offer
- Structured training and mentorship programme
- Full support for licensing (CMFAS exams)
- Performance-based income: $5,000 - $12,000/month potential
- Incentives and performance bonuses
- Company performance rewards and overseas incentive trips
- Flexible and hybrid working arrangements
- Strong learning and professional development opportunities
- Clear and structured career progression in financial services
- Access to HSBC Life financial solutions and support systems
Why Join Us
- Build a long-term career in wealth management and financial advisory
- Gain hands-on training in client advisory, financial planning, and sales development
- Join a structured, supportive, and fast-growing financial advisory team
- Be part of a performance-driven environment that rewards effort and results
- Opportunity to grow income and career progression based on performance and commitment
- Exposure to regional opportunities, recognition programmes, and team achievements
