Position Overview
We are looking for motivated individuals to join our financial advisory team under Fort Financial, representing HSBC Life (Singapore) Pte Ltd. This role is suitable for
fresh graduates, A-Level / Diploma holders, career switchers, and individuals with or without prior experience
in financial services. Full training and mentorship will be provided. Key Responsibilities
Meet clients to understand financial goals, risk profile, and financial situation Provide financial advice on protection, savings, investment, and retirement planning Develop personalised financial plans based on client needs Recommend suitable financial solutions including insurance and investment-linked products Build and maintain long-term client relationships through regular reviews Stay updated on financial markets, products, and regulatory requirements Ensure all recommendations comply with MAS regulations and company standards Generate business through networking, referrals, and client acquisition activiti...