Financial Services Consultants

Company Profile

Fort Financial is an agency unit representing HSBC Group Pte Ltd, specialising in wealth management, financial advisory, and consultancy services. We are committed to delivering reliable and client-focused financial solutions, helping individuals plan, manage, and protect their financial future with professionalism and integrity.

Job Overview

We are seeking driven and service-oriented individuals to provide personalized financial planning and advisory support to clients. The role involves understanding clients' financial objectives, recommending appropriate solutions, and developing strong professional relationships. You will also be expected to work towards business targets while continuously improving your industry knowledge through structured training and development.

Key Responsibilities

• Provide personalized financial planning and advisory services based on individual client requirements and financial objectives.

• Establish and maintain positive client relationships through effective communication and consistent follow-ups.

• Assess clients' financial needs and circumstances to identify appropriate financial products and wealth management strategies.

• Work towards achieving individual sales goals and contributing to the company's overall business performance.

• Take part in professional training, workshops, and development initiatives to strengthen financial knowledge and improve client service.

• Stay informed about relevant financial products, services, and industry developments.

Qualifications and Competencies

• Previous experience in sales, marketing, customer service, or financial services would be an advantage.

• Strong communication and interpersonal skills.

• A proactive attitude with an interest in financial planning and wealth management.

• Willingness to undergo professional training and complete relevant certifications provided or supported by the company.

• Ability to build client relationships and work towards performance objectives.

How to Apply

Interested in joining our team?

Candidates who are interested in this opportunity are welcome to reach out to us directly via WhatsApp. Please include your updated resume when submitting your application.

Apply via WhatsApp: https://wa.me/6589934856