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

apartmentFORT FINANCIAL PTE. LTD. placeBukit Merah scheduleFull-time calendar_month19/6/26

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

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