Total 8 job vacancies by Fort Financial Pte. Ltd.

Job Description

HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants.

In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
• Maintain accurate client records and documentation
• Participate in training, professional development programmes, and industry licensing requirements
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Singapore Citizen or Permanent Resident
• Minimum Diploma, A-Level, or Degree qualification in any discipline
• Strong communication and interpersonal skills
• Client-oriented with a willingness to learn and develop professionally
• Self-motivated and able to work independently
• Good organisational and time management skills
• Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required

What We Offer

• Structured onboarding and training programme
• Mentorship from experienced financial services professionals
• Support for professional licensing and certification requirements
• Continuous learning and development opportunities
• Clear career progression pathway
• Flexible work arrangements
• Collaborative and supportive working environment

Preferred Traits

• Interest in financial planning and personal finance
• Strong relationship-building skills
• Professional, responsible, and adaptable mindset
• Growth-oriented and committed to continuous learning

Are you looking for a flexible part-time opportunity to develop your communication and client engagement skills?

We are looking for a motivated Part-Time Appointment Setter to join our team and support our financial consultants in connecting with potential clients.

Role Responsibilities:

Are you ready to embark on a career that empowers you to impact others’ lives while building your own financial success? We are looking for ambitious individuals to join us as Wealth Advisor (Management Trainee) where Career growth, flexibility, and Monetary and Incentive rewards are just the beginning.

Take the first step toward becoming a trusted advisor for Individual, Families, Businesses, and Communities. With no prior experience necessary, we’ll equip you with the skills, knowledge, and tools you need to thrive, through Personalized training and Mentorship from industry leaders.

Why This Role is Unique

• Make a Difference: Provide Singaporeans with peace of mind by guiding them through life’s most important financial decisions, from Protection, Investment to Retirement planning.

• Learn from the Best: Receive 1-on-1 mentorship from Senior advisors and enjoy continuous industry training.

• Accelerate Your Career: Grow into a management-level role within 1-2 years through our structured career advancement pathway.

• Flexible Work-Life Balance: Create your own schedule to fit your lifestyle and commitments.

• Unlimited Growth Potential: Start with a monthly allowance, but the sky’s the limit for high achievers, with commissions, bonuses, and luxury incentive trips awaiting you.
  

Your Role

• Understand clients’ unique financial situations and craft customized solutions that meet their goals.

• Advise on key financial areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.

• Build strong, long-lasting client relationships that are the foundation of your success.

• Stay ahead of industry trends to ensure the best outcomes for your clients.

Who We’re Looking For

We want passionate and driven individuals who are ready to embark on a rewarding journey. The ideal candidate is:

• Singaporean (this opportunity is open only to Singapore citizens).

• Equipped with a Local Polytechnic Diploma or any Bachelor's Degree.

• A natural at communicating and connecting with others.

• Self-motivated, goal-oriented, and ready to take charge of their future.

• Interested in part-time, full-time, or even entry-level roles as a Student Advisor.

No experience? No problem—We’ll give you all the tools and training you need to succeed.
Sales or customer service experience is a bonus, but not required.

Your future is waiting. Take charge of it today.

WE want YOU! We are expanding and looking for driven, ambitious, motivated and disciplined individuals to join our family.

Even if you are new or suffering a burnout from your current company, speak to us and explore a bright career/lifestyle where you walk among the best! 

Career Packages & Benefits

• Monthly Sales Allowance starting from 3,000SGD* per month

• Sales Commission Based 

• Sign up Package of 2,000SGD*

• High Commissions + Incentives + Bonuses (Monthly Take Home of S$6,000 to S$8,000 or more)

• Friendly and supportive environment

• Personal Mentoring and Coaching Teams with current achievers

• Fast Track Career progression to MANAGEMENT

• Fast Moving Industry that favors the bold and motivated

• Structured training with completion bonus*

• Applicants with any Sales experience are welcome to apply

Job Scope:

• Client acquisition & servicing to retain and develop sustainable client relationships over long term

• Assist Clients with financial portfolios and goals

• Conduct Risk management profiling

• Prepare reports and review updates with clients

• Extended servicing to assist clients with family and generational wealth

• Engaged Services with High Net-worth Families

• Well-rounded Banking & Financial Services

• Managing Corporate Risks for Business Owners

Requirements

• Applicants must possess at least a Local Diploma/ Diploma of at least 2.5 years or 900 hours, GCSE A Levels Pass, Bachelor's Degree or higher

• No work experience required.

• 2 Full-Time position(s) available. No Foreign Quota, Only Singaporeans may apply.

• Applicants will be shortlisted upon interview.

• Sales Experience preferred

About Our Client - HSBC

Our client is a leading international bank, with more than a 150-year history in some of the world’s most dynamic markets. They are now one of the world's largest banking and financial services organization, providing opportunities to their clients and employees alike in an inclusive and inspiring environment. Their ambition is to be the preferred international financial partner for their clients.

HSBC believes in inclusion & sustainability. They strongly believe that diversity benefits their customers, business and people. They also recognize the growing commitments to the communities that they engage in and are actively spearheading such initiatives.

We are looking for like-minded and motivated candidates to join their growing business as part of the HSBC Sales Acquisition family.

At Fort Financial, we are building a team of driven individuals who are interested in developing a long-term career in financial planning and wealth advisory.

This is a structured career pathway where you will receive training, mentorship, and guidance to gradually build your own client portfolio within a regulated financial advisory environment.

You will gain real exposure to financial planning conversations and processes while developing the foundational skills required to grow into a licensed Financial Advisor.

No prior experience is required as full training and support will be provided.

Key Responsibilities

• Engage with clients to understand their financial goals and needs

• Support discussions on financial planning areas such as protection, savings, retirement, and wealth building

• Assist in developing and maintaining long-term client relationships

• Build and manage your personal client portfolio under guidance

• Apply structured advisory processes in a professional and compliant manner

• Participate in training sessions, workshops, and ongoing development programmes

Why Join Fort Financial

• Flexible working arrangement with autonomy over your schedule (subject to progression and performance)

• Performance-based income structure with uncapped earning potential

• Structured training and mentorship programme provided

• Full operational and administrative support

• Clear career development pathway in financial advisory

• Exposure to real client advisory work and financial planning cases

• Supportive, growth-oriented team culture

Who We Are Looking For

• Singapore Citizens or Permanent Residents (due to regulatory requirements)

• Diploma or Bachelor’s degree holders from any discipline

• Fresh graduates and mid-career switchers are welcome

• Strong communication and interpersonal skills

• Self-motivated, disciplined, and willing to learn

• Comfortable with a performance-based career structure

• Interest in finance, business, or client-facing roles is an advantage

Training & Licensing Support

We provide structured support to help you complete MAS-required CMFAS examinations (M5, M9, M9A, HI), along with onboarding training to support your transition into a licensed Financial Advisor.

About Fort Financial

Fort Financial is a financial advisory practice focused on developing professionals who are committed to delivering client-centric financial planning solutions.

We believe in building careers through structured training, mentorship, and real-world advisory exposure in a supportive environment.

Apply Now

If you are looking for a career that offers growth, flexibility, and meaningful client impact, we welcome your application.

Shortlisted candidates will be contacted for the next steps.

Job Description

HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants.

In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
• Maintain accurate client records and documentation
• Participate in training, professional development programmes, and industry licensing requirements
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Singapore Citizen or Permanent Resident
• Minimum Diploma, A-Level, or Degree qualification in any discipline
• Strong communication and interpersonal skills
• Client-oriented with a willingness to learn and develop professionally
• Self-motivated and able to work independently
• Good organisational and time management skills
• Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required

What We Offer

• Structured onboarding and training programme
• Mentorship from experienced financial services professionals
• Support for professional licensing and certification requirements
• Continuous learning and development opportunities
• Clear career progression pathway
• Flexible work arrangements
• Collaborative and supportive working environment

Preferred Traits

• Interest in financial planning and personal finance
• Strong relationship-building skills
• Professional, responsible, and adaptable mindset
• Growth-oriented and committed to continuous learning

Job Description

We are seeking motivated and growth-oriented individuals to join us as Management Trainees within the financial services industry.

This structured programme is designed to provide exposure to client engagement, financial planning processes, business operations, and professional development. Through guided training and mentorship, you will gain practical experience and develop the skills required for long-term career progression.

Key Responsibilities

• Learn and understand financial planning and client service processes

• Support client engagement and relationship management activities

• Assist in reviewing and maintaining client information and documentation

• Participate in financial needs analysis and planning discussions under guidance

• Support business operations and administrative activities where required

• Attend training sessions, workshops, and professional development programmes

• Ensure all activities are conducted in accordance with regulatory and company guidelines

Requirements

• Singapore Citizen or Permanent Resident

• Minimum Diploma, A-Level, or Degree qualification in any discipline

• Strong communication and interpersonal skills

• Positive attitude and willingness to learn

• Self-motivated, responsible, and proactive

• Able to work independently and collaboratively within a team

What We Offer

• Structured onboarding and training programme

• Mentorship from experienced professionals

• Clear career development and progression opportunities

• Continuous professional development support

• Flexible working arrangements

• Exposure to client engagement, financial planning, and business operations

• Supportive and collaborative working environment

Preferred Traits

• Interest in financial services and professional consulting

• Strong sense of responsibility and adaptability

• Growth-oriented mindset and willingness to develop new skills

• Ability to build positive professional relationships

Job Description

We are seeking motivated individuals to join us as Financial Planning Associates under a structured training and development programme within the financial advisory industry.

This role provides exposure to real financial advisory processes, including client engagement, financial needs analysis, and support in protection and wealth planning.

You will be trained and guided by experienced financial consultants to develop the foundational skills required for a long-term career in financial advisory.

This is an entry-level role with full training provided.

Key Responsibilities

• Support financial consultants in client advisory and planning activities

• Assist in financial needs analysis and preparation of client portfolios

• Engage in structured client interactions under supervision

• Learn and apply financial planning and advisory frameworks

• Participate in training sessions and professional development programmes

• Ensure compliance with company and regulatory guidelines

Requirements

• Singapore Citizen or Permanent Resident (due to regulatory requirements)

• Diploma / A-Level / Degree in any discipline

• Strong communication and interpersonal skills

• Willingness to learn and develop in financial advisory

• Self-motivated, disciplined, and coachable mindset

Training & Development

• Structured onboarding and training programme

• Mentorship from experienced financial advisors

• Support for CMFAS licensing examinations (M5, M9, M9A, HI)

• Clear progression pathway into licensed advisory roles

Why Join Us

• Structured career development in financial advisory

• Exposure to real client advisory work

• Supportive mentorship and learning environment

• Performance-based growth opportunities

• Long-term career pathway in wealth planning