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FORT FINANCIAL PTE. LTD.

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

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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