Total 6 job vacancies by Fort Financial Pte. Ltd.

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

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

We are seeking motivated individuals to join us as Wealth Solutions Consultants under HSBC Life (Singapore) Pte Ltd, represented by Fort Financial.

This is a structured financial advisory career pathway designed for individuals who are eager to build a long-term profession in wealth planning, client advisory, and financial services.

You will receive comprehensive training, mentorship, and ongoing development support to help you build the skills and confidence required in the industry.

No prior experience is required—this role is open to fresh graduates and career switchers.

What We Offer

• Monthly allowance provided, with additional performance-based commission. Estimated total income range: S$5,000 – S$12,000+ per month for strong performers.
• Flexible working hours (results-focused environment)
• Structured training, onboarding, and licensing support
• 1-to-1 mentorship and ongoing coaching
• Clear career progression into senior and leadership roles
• Overseas incentive trips and company events (performance-based)
• Positive and supportive team environment

Key Responsibilities

• Engage clients to understand their financial needs and long-term goals
• Provide guidance on protection, savings, and financial planning solutions
• Build and maintain strong, long-term client relationships
• Conduct financial needs analysis and recommend suitable solutions
• Participate in training and development programs to build advisory skills
• Work closely with mentors to achieve performance and development goals

Training & Licensing

This role includes a structured training pathway.

Candidates will be required to complete relevant financial advisory licensing examinations.
Full training support, study materials, and examination guidance will be provided.

Who We’re Looking For

• Singapore Citizens or Permanent Residents
• Minimum Diploma qualification (any discipline)
• Strong communication and interpersonal skills
• Self-motivated and willing to learn
• Comfortable in a client-facing, performance-based environment

Fresh graduates and career switchers are welcome.

Why Join Us

At HSBC Life, you will be building a long-term career within a globally established financial institution.

With the support of Fort Financial’s structured training and mentorship system, you will be guided from entry level to a professional wealth consultant through a clear and supported career pathway.

Apply Now

Here’s a smoother and more polished version:

Build a career with structured training, mentorship, and performance-based income, with strong career progression and opportunities for overseas incentives.

Job Types: Full-time, Permanent, Fresh graduate

Benefits:

• Flexible schedule
• Health insurance
• Professional development
• Promotion to permanent employee