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Wealth Solutions Consultant (Training Provided)

Wealth Solutions Consultant (Training Provided)

fort financial pte. ltd.
Fresher
SGD 4,000 - 6,000 per month
  • Posted 14 days ago
  • Be among the first 10 applicants

Job Description

Wealth Solutions Consultant (Training Provided) | Client-Facing Role

About the Role
HSBC Life is growing our wealth advisory team and we're inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You'll receive training, mentorship, and hands-on exposure to client advisory work.

What You'll Do

  • Learn how to conduct wealth & investment advisory conversations (protected under training & supervision)

  • Support client reviews and updates on market movements

  • Attend product and investment learning sessions with leading fund partners

  • Build client relationships through referrals, events, and warm outreach

What We Look For

  • Strong communication and willingness to learn

  • Coachable, consistent, and goal-driven

  • Comfortable with a client-facing environment

  • Singaporeans/PRs (if applicable)

Training & Support

  • Company-sponsored licensing/certification pathway (terms apply)

  • Structured onboarding + weekly coaching

  • Mentorship by experienced leaders

  • Regular product / market training

Compensation

  • Performance-based career with structured support

  • Allowances / bonuses may apply depending on programme eligibility and profile (T&Cs apply)

More Info

Job Type:
Industry:
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Key Skills

Managing Events

Proactive Communication

client referrals

Client Reviews

investment seminars

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SGD 5,000 - 10,000 per month
Singapore, Tiong Bahru
Skills:
Self Motivation, savings, Processing referrals, Financial Analysis, Customer Networking, Securities Investment, client advocacy, Financial Goals, Wealth Management Services, Payment Plans, Business Development Activities, Client Investment Suitability, Liaising With Internal Stakeholders, retirement income strategies, Developing Existing Client Relationships, Interpersonal Skills