HSBC Life Financial Advisor (No Experience Required / Training Provided)
FORT FINANCIAL PTE. LTD. Toa Payoh Full-time
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 activities
- Minimum A-Level / Diploma and above (Degree preferred but not required)
- No experience required (training provided)
- Strong communication and interpersonal skills
- Self-motivated, disciplined, and willing to learn
- Open to fresh graduates and career switchers
- Candidates with sales, banking, insurance, or client-facing experience are welcome
- Structured training and mentorship programme
- Full support for licensing (CMFAS exams)
- Performance-based income: $5,000 – $12,000/month potential
- Incentives and performance bonuses
- Company performance rewards and overseas incentive trips
- Flexible and hybrid working arrangements
- Strong learning and professional development opportunities
- Clear and structured career progression in financial services
- Access to HSBC Life financial solutions and support systems
- Build a long-term career in wealth management and financial advisory
- Gain hands-on training in client advisory, financial planning, and sales development
- Join a structured, supportive, and fast-growing financial advisory team
- Be part of a performance-driven environment that rewards effort and results
- Opportunity to grow income and career progression based on performance and commitment
- Exposure to regional opportunities, recognition programmes, and team achievements
ProVision Wealth AdvisoryBedok, 9 km from Toa Payoh
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FORT FINANCIAL PTE. LTD.Geylang, 4 km from Toa Payoh
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...
Avallis Financial Pte. Ltd.Toa Payoh
Join a Team That Invests in Your Success
Are you considering a career switch into financial advisory? At Avallis Financial, we believe the right guidance makes all the difference.
What Sets Us Apart:
• Knowledge-Driven Mentorship – Benefit from...