HSBC Life Financial Advisor (No Experience Required / Training Provided)

apartmentFORT FINANCIAL PTE. LTD. placeToa Payoh scheduleFull-time calendar_month 

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
Requirements
  • 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
What We Offer
  • 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
Why Join Us
  • 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
apartmentGlobal Financial ConsultantsplaceToa Payoh
Are you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings...
apartmentFORT FINANCIAL PTE. LTD.placeGeylang, 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...
local_fire_departmentUrgent

Financial Consultant / Financial Advisor

apartmentVision Financial Pte LtdplaceTampines, 12 km from Toa Payoh
Financial Consultant / Financial Advisor Career Switch | Training Provided | High Growth This role is not for everyone. It’s not for someone who just wants a job. It’s not for someone who’s okay with a ceiling. It’s not for someone who...