Financial Planner | HSBC Life (Singapore)
fort financial pte. ltd.
Build a meaningful career while helping others achieve financial confidence.
HSBC Life (Singapore) Pte Ltd is looking for driven, people-oriented individuals to join our team as Financial Planners . Whether you are starting your career or looking for a rewarding career transition, this role offers structured training, mentorship, and the opportunity to make a real impact in clients' financial lives.
Key Responsibilities
- Conduct comprehensive financial needs analysis and personalised financial planning consultations.
- Assess clients' financial positions, wealth accumulation goals, insurance protection needs, and retirement readiness.
- Recommend suitable financial and wealth management solutions tailored to each client's objectives.
- Build and maintain long-term relationships through regular portfolio reviews and proactive client engagement.
- Educate clients on investment, protection, and wealth planning strategies to support informed financial decisions.
- Monitor market developments and identify opportunities to enhance clients' financial portfolios.
- Ensure all recommendations comply with Monetary Authority of Singapore (MAS) regulations and HSBC Life compliance standards.
- Maintain strict confidentiality and accuracy when handling sensitive client information.
- Deliver exceptional client service while providing ongoing financial guidance.
What We're Looking For
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving abilities.
- Self-motivated with the ability to work independently.
- Strong attention to detail and organisational skills.
- Passion for helping clients achieve their financial goals.
- Ability to build trust and long-term professional relationships.
Skills You'll Develop
- Financial Planning
- Wealth Accumulation Strategies
- Investment Advisory
- Retirement Planning
- Stakeholder & Client Relationship Management
- Financial Needs Analysis
- Negotiation & Communication
- Analytical Thinking
- Regulatory Compliance
- Time Management
Why Join HSBC Life
- Comprehensive training and structured career development.
- Mentorship from experienced financial professionals.
- Access to a broad suite of insurance and wealth management solutions.
- Performance-based remuneration with attractive incentives.
- Flexible work environment with opportunities for career progression.
- Opportunity to build a meaningful career while making a positive impact on clients' financial well-being.
Vacancy posted 7 days ago
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