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HSBC Life Wealth Solutions Consultant

External
FORT FINANCIAL PTE. LTD. logoFort Financial · Central Plaza, Singapore
S$60K–S$144K/yrContractUnknownToday
Compliance
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Requirements

  • Polytechnic Diploma or Degree in any field.
  • Strong communication and networking skills.
  • Ability to organise and track overlapping tasks and assignments, with frequent priority changes.
  • New joiners/applicants with working experience and professionals looking for a career switch are welcome to apply.
  • Fresh graduates are also welcome

Additional Information

We are currently seeking a high calibre professional to join our team as a Wealth Solutions Consultant - Adopt a needs-based approach to advise and provide recommendations in line with customers' financial objectives and their other financial needs - Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions - Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice - Share our company Customer Propositions, encourage customers to deepen relationship and cross-sell other retail products - Reach out to our client base with customer contacts provided by us - Ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines Remuneration Package & Benefits: - Fast track career progression. - Uncapped remuneration to be achieved. - Training allowance provided for successful candidate. - Career development training will be provided. - Monthly investment training by renowned fund houses. - All training fees paid by company.


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