Fort Financial is an agency unit representing HSBC Group Pte Ltd, dedicated to providing personalized wealth management and financial advisory solutions. We help clients make informed financial decisions through professional guidance, tailored strategies, and a commitment to long-term financial wellbeing.

Job Summary

As a Wealth Solutions Consultant, you will work closely with clients to understand their financial priorities and recommend suitable wealth management strategies. You will support clients in building, preserving, and managing their wealth through personalized financial planning, ongoing portfolio reviews, and professional advisory services, while contributing to individual and team business objectives.

Key Responsibilities

• Engage clients in meaningful discussions to identify their financial needs, priorities, and long-term aspirations.

• Recommend tailored financial solutions covering investments, insurance protection, retirement planning, and wealth preservation.

• Build and maintain strong client relationships through consistent communication and ongoing financial guidance.

• Prepare and implement personalized financial strategies based on clients circumstances and objectives.

• Conduct regular portfolio reviews and recommend adjustments in response to changing financial needs and market developments.

• Keep up to date with financial markets, investment opportunities, and relevant industry regulations.

• Work towards individual and team performance goals while maintaining high standards of professionalism, integrity, and regulatory compliance.

Preferred Qualifications and Competencies

• Diploma or higher qualification in Finance, Banking, Accounting, Economics, Business Management, or a related discipline.

• Genuine interest in investment, wealth management, and personal financial planning.

• Strong communication and interpersonal skills, with the ability to establish rapport and develop lasting client relationships.

• Good analytical and problem-solving abilities, coupled with initiative and a results-driven mindset.

• Willingness to pursue the necessary industry licenses and professional certifications, with training and support provided by the company.