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Wealth Solutions Consultant

Wealth Solutions Consultant

fort financial pte. ltd.
Fresher
SGD 5,000 - 12,000 per month
  • Posted a month ago
  • Be among the first 10 applicants

Job Description

At HSBC Life, we are building a dedicated and trusted team within Financial Services and are looking for driven individuals with grit, passion, and a strong desire to make a difference.

Responsibilities:

- Learn about investment products and financial solutions.

- Build and maintain strong client relationships through communication and client engagement.

- Review client portfolios and understand their financial needs.

- Develop new business opportunities through networking and prospecting.

- Work in a client-facing sales and business development role.

- Attend training, coaching, and mentorship programmes for professional development.

Requirements:

- Strong interest in financial services, wealth management, and financial solutions.

- Strong communication and interpersonal skills.

- Confident in a client-facing environment.

- Self-motivated, driven, and goal-oriented.

- Willingness to learn and develop professionally.

- Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.

More Info

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Key Skills

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