Wealth Solutions Consultant
fort financial pte. ltd.
At HSBC Life, we are building a dedicated and trusted team within Financial Services and are looking for driven individuals with grit, passion, and a strong desire to make a difference.
Responsibilities:
- Learn about investment products and financial solutions.
- Build and maintain strong client relationships through communication and client engagement.
- Review client portfolios and understand their financial needs.
- Develop new business opportunities through networking and prospecting.
- Work in a client-facing sales and business development role.
- Attend training, coaching, and mentorship programmes for professional development.
Requirements:
- Strong interest in financial services, wealth management, and financial solutions.
- Strong communication and interpersonal skills.
- Confident in a client-facing environment.
- Self-motivated, driven, and goal-oriented.
- Willingness to learn and develop professionally.
- Experience in banking, insurance, financial services, sales, business development, or relationship management is an advantage.
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