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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 6 days ago
  • Be among the first 10 applicants

Job Description

HSBC Life is growing our wealth advisory team and we are seeking driven, entrepreneurial minds to join our team as Wealth Consultants. Whether you are a fresh graduate looking to build a massive career trajectory or an experienced professional ready to pivot your skills into a highly lucrative industry, this is your next playground.

About the Role

At HSBC Life, we invest heavily in your success by transforming your raw drive into elite financial expertise through a structured, multi-tiered development blueprint. 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

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 program eligibility and profile (T&Cs apply)

Highlights

  • Career break/sabbatical, Annual leaves, Rewards & recognition, Course reimbursements, Joining bonus, Performance bonus, Retirement benefits

More Info

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Key Skills

Managing Events

Proactive Communication

client referrals

Client Reviews

investment seminars