Financial Services Consultant
External
Fort Financial · Central Plaza, SingaporeS$60K–S$120K/yrFull-timeUnknownToday
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Responsibilities
- Build and maintain strong, long-term relationships with clients
- Understand clients' financial goals, needs, and risk profiles through comprehensive financial reviews
- Provide tailored recommendations on insurance, investment, savings, and retirement planning solutions
- Conduct regular portfolio reviews and update financial plans to meet clients' evolving needs
- Stay up to date with market developments, product offerings, and regulatory requirements
- Participate in structured training programmes and obtain required professional certifications
- Achieve individual performance targets while delivering excellent client service and satisfaction
Requirements
- Diploma or Degree in a related discipline
- CMFAS certifications (M5, M9, M9A, HI and/or M8A) preferred; candidates willing to obtain the required certifications are welcome to apply
- Strong interpersonal, communication, and relationship-building skills
- Self-motivated, driven, and goal-oriented with a proactive attitude
- Prior experience in sales, banking, financial services, or insurance is advantageous but not essential
- Certifications
- CMFAS certification (M5, M9, M9A, HI, and/or M8A)
- Compensation & Benefits
- Allowance + commission structure, variable based on performance
- Structured training and professional development opportunities within HSBC Life
- About HSBC Life
- HSBC Life Singapore is part of the HSBC Group, a global banking and financial services organisation. We are committed to helping customers protect what matters most and achieve their long-term financial goals through comprehensive insurance and wealth planning solutions.
Additional Information
An exciting opportunity to join HSBC Life Singapore , a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team.
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