Financial Consultant

Company Overview

Fort Financial is an agency unit representing HSBC Group Pte Ltd. We provide value-added Wealth Services Solutions, Wealth Management, and Consultancy with integrity and diligence to secure clients’ financial futures.

Job Summary

Deliver tailored financial consulting and planning solutions to clients while building lasting relationships and achieving sales targets. Continuously develop skills through training to enhance service quality and client satisfaction.

Responsibilities

• Deliver financial consulting and planning solutions customized to meet client needs and goals
• Build and sustain long-term client relationships to foster trust and repeat business
• Analyze client financial situations to recommend suitable financial products and strategies
• Meet or exceed sales targets established by the company through effective client engagement
• Engage actively in ongoing training and self-development programs to enhance financial expertise and service delivery

Preferred competencies and qualifications

• Experience in Sales, Marketing, or Financial Services is a plus
• Willingness to participate in training and obtain company-provided certification