- Bukit Merah Central Region (Singapore) Singapore
Full Time Financial Services Consultant (Flexible Working Hours - Basic Allowance) Jobs, Salary up to SGD 12,000 in Fort Financial Pte. Ltd. Central Region (Singapore) - Maukerja
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Job Description
Responsibilities
About the Company
Fort Financial is an agency unit representing HSBC Group Pte Ltd, providing clients with comprehensive financial advisory and wealth management services. We focus on helping individuals make well-informed financial decisions through customized financial strategies, professional advice, and long-term wealth planning.
Job Overview
We are looking for motivated and client-focused individuals to join our team as Financial Advisory Consultants. In this role, you will assist clients in identifying their financial goals and exploring suitable solutions to meet their needs.
You will provide guidance across various areas of financial planning, including investment management, insurance, retirement preparation, and wealth protection. Through regular client engagement and portfolio assessments, you will help clients make informed decisions while contributing towards the team's overall business growth.
Main Responsibilities
Meet with prospective and existing clients to understand their financial circumstances, objectives, and future plans.
Provide recommendations on suitable financial products and strategies, including investments, insurance, retirement planning, and wealth protection.
Establish and maintain long-term client relationships through regular follow-ups and ongoing advisory support.
Develop individualized financial plans that align with clients' budgets, priorities, and financial goals.
Review existing financial arrangements and suggest adjustments where appropriate based on clients' changing needs and market conditions.
Stay informed about financial market developments, investment products, and relevant regulatory requirements.
Achieve assigned business targets while ensuring that all client interactions and recommendations meet professional and compliance standards.
Qualifications and Skills
Diploma or Bachelor's Degree in Finance, Banking, Accounting, Economics, Business, or other relevant fields.
An interest in financial services, investment products, and wealth management.
Strong verbal communication and interpersonal skills.
Ability to understand client needs and provide appropriate solutions.
Good critical thinking, analytical, and decision-making abilities.
Self-motivated, adaptable, and comfortable working towards performance targets.
Willingness to obtain relevant financial industry qualifications and licensing, with training and guidance provided.
What We Offer
Flexible working hours and arrangements.
Basic monthly allowance.
Performance-based incentives and earning opportunities.
Structured training and professional development.
Support in obtaining relevant industry certifications and licenses.
Opportunities to develop a long-term career in financial advisory and wealth management.
Fort Financial is an agency unit representing HSBC Group Pte Ltd.
We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.
It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.
Fort Financial is an agency unit representing HSBC Group Pte Ltd, providing clients with comprehensive financial advisory and wealth management services. We focus on helping individuals make well-informed financial decisions through customized financial strategies, professional advice, and long-term wealth planning.
Job Overview
We are looking for motivated and client-focused individuals to join our team as Financial Advisory Consultants. In this role, you will assist clients in identifying their financial goals and exploring suitable solutions to meet their needs.
You will provide guidance across various areas of financial planning, including investment management, insurance, retirement preparation, and wealth protection. Through regular client engagement and portfolio assessments, you will help clients make informed decisions while contributing towards the team's overall business growth.
Main Responsibilities
Meet with prospective and existing clients to understand their financial circumstances, objectives, and future plans.
Provide recommendations on suitable financial products and strategies, including investments, insurance, retirement planning, and wealth protection.
Establish and maintain long-term client relationships through regular follow-ups and ongoing advisory support.
Develop individualized financial plans that align with clients' budgets, priorities, and financial goals.
Review existing financial arrangements and suggest adjustments where appropriate based on clients' changing needs and market conditions.
Stay informed about financial market developments, investment products, and relevant regulatory requirements.
Achieve assigned business targets while ensuring that all client interactions and recommendations meet professional and compliance standards.
Qualifications and Skills
Diploma or Bachelor's Degree in Finance, Banking, Accounting, Economics, Business, or other relevant fields.
An interest in financial services, investment products, and wealth management.
Strong verbal communication and interpersonal skills.
Ability to understand client needs and provide appropriate solutions.
Good critical thinking, analytical, and decision-making abilities.
Self-motivated, adaptable, and comfortable working towards performance targets.
Willingness to obtain relevant financial industry qualifications and licensing, with training and guidance provided.
What We Offer
Flexible working hours and arrangements.
Basic monthly allowance.
Performance-based incentives and earning opportunities.
Structured training and professional development.
Support in obtaining relevant industry certifications and licenses.
Opportunities to develop a long-term career in financial advisory and wealth management.
Fort Financial is an agency unit representing HSBC Group Pte Ltd.
We pride ourselves at constantly providing value added Wealth Services Solutions, Wealth Management and Consultancy.
It is imperative to us to always ensure that our clients are treated with utmost integrity and diligence to the best of our abilities for the best for their financial future.
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