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Financial Services Consultant

Fort Financial Pte. Ltd.

D03 Queenstown, Bukit Merah, Tiong BahruPermanentS$5,000 – S$10,000/mo

Posted 8 Jul 2026

About this role

An exciting opportunity to join HSBC Life Singapore , a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team. Responsibilities Build and maintain strong, long-term relationships with clients Understand clients’ financial goals, needs, and risk profiles through comprehensive financial reviews Provide tailored recommendations on insurance, investment, savings, and retirement planning solutions Conduct regular portfolio reviews and update financial plans to meet clients’ evolving needs Stay up to date with market developments, product offerings, and regulatory requirements Participate in structured training programmes and obtain required professional certifications Achieve individual performance targets while delivering excellent client service and satisfaction Requirements Diploma or Degree in a related discipline CMFAS certifications (M5, M9, M9A, HI and/or M8A) preferred; candidates willing to obtain the required certifications are welcome to apply Strong interpersonal, communication, and relationship-building skills Self-motivated, driven, and goal-oriented with a proactive attitude Prior experience in sales, banking, financial services, or insurance is advantageous but not essential Certifications CMFAS certification (M5, M9, M9A, HI, and/or M8A) Compensation & Benefits Allowance + commission structure, variable based on performance Structured training and professional development opportunities within HSBC Life About HSBC Life HSBC Life Singapore is part of the HSBC Group, a global banking and financial services organisation. We are committed to helping customers protect what matters most and achieve their long-term financial goals through comprehensive insurance and wealth planning solutions.

What they're looking for

Identifying financial risksCommunicationEnsuring Client SatisfactionSales

About Fort Financial Pte. Ltd.

Industry: Real estateSize: 100

Frequently asked questions

What does a Financial Services Consultant at Fort Financial Pte. Ltd. do?

An exciting opportunity to join HSBC Life Singapore , a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team. Responsibilities Build and maintain strong, long-term relationships with clients Understand clients’ …

What skills does this Financial Services Consultant role need?

Key skills for this role include Identifying financial risks, Communication, Ensuring Client Satisfaction, Sales.

How much does a Financial Services Consultant at Fort Financial Pte. Ltd. pay?

This role lists a salary of S$5,000 – S$10,000 per month.

Is this Financial Services Consultant role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Financial Services Consultant role?

You can apply directly on Fort Financial Pte. Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.