Wealth Solutions Consultant (Training Provided)
fort financial pte. ltd.- Posted 6 days ago
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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
Key Skills
Managing Events
Proactive Communication
client referrals
Client Reviews
investment seminars
