Wealth Solutions Consultant

Company Description Fort Financial represents Lawrence Tan Organisation, an agency unit for HSBC Life (Singapore) Pte Ltd, and is recognized for its diligent, ethical, and meticulous approach to client service. The team operates with strong professional standards and a commitment to staying current in the fast-evolving financial services and wealth management industry. Ongoing training and collaboration with a range of partners help the organization remain at the forefront of market developments and best practices. Fort Financial aims to be the first choice for clients seeking trusted wealth solutions and long-term financial guidance.

Role Description The Wealth Solutions Consultant is a full-time, on-site role based in Singapore. This role involves engaging clients to understand their financial goals, assessing their wealth management needs, and proposing tailored solutions across insurance, investment, and retirement planning products. The consultant will conduct financial reviews, prepare proposals and presentations, and support presales activities including product demonstrations and solution mapping. Daily responsibilities include managing a pipeline of prospects, following up on leads, coordinating with internal and external partners, and overseeing implementation steps to ensure a smooth client experience. The role also requires staying informed about market trends, regulatory requirements, and new offerings to provide timely, accurate advice and sustain long-term client relationships.

Qualifications

• Strong Analytical Skills to interpret financial data, assess client needs, and evaluate wealth solutions.
• Consulting and Presales experience to conduct needs analysis, design solutions, and support product presentations.
• Proven Sales skills to build relationships, manage pipelines, and achieve or exceed revenue and growth targets.
• Project Management capabilities to coordinate implementation, track progress, and ensure timely delivery of client solutions.
• Relevant experience in wealth management, financial advisory, or insurance services.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.
• High level of integrity, professionalism, and client-centric mindset.
• Diploma or degree in Finance, Business, Economics, or a related discipline; relevant certifications (e.g., CMFAS) are an advantage.