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Financial Consultant

Fort Financial Pte. Ltd.

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

Posted 3 Jul 2026

About this role

About The Role We are seeking driven, client-focused individuals to join our team as Financial Consultants under HCBS Life. This is a career-building opportunity for those who are passionate about helping individuals and families achieve financial security and long-term wealth goals. You will be equipped with structured training, 1-on-1 mentorship, and industry support to develop into a confident financial advisor. Whether you are a fresh graduate or exploring a career switch, this role offers a clear pathway into the financial services industry with strong professional growth and earning potential. What You’ll Do Conduct comprehensive financial assessments to understand clients’ needs and life goals Design tailored financial solutions covering wealth accumulation, protection, retirement, and legacy planning Provide advisory support in insurance, investments, and long-term financial planning strategies Build and maintain long-term, trust-based client relationships Review and adjust financial plans regularly to ensure clients stay on track Participate in structured training, mentorship sessions, and continuous professional development Ensure all advisory activities comply with regulatory and company standards What We Offer Structured onboarding and industry-leading training programme 1-on-1 mentorship from experienced financial consultants and leaders Clear career progression pathway into senior and managerial roles Uncapped earnings potential based on performance Flexible working arrangements with autonomy over your schedule In-house lead generation and digital marketing support to help you focus on clients Collaborative, growth-oriented team environment Who We’re Looking For Minimum qualification: A-Levels, Diploma, or Degree in any discipline Aged 21 and above Strong interpersonal and communication skills Client-oriented mindset with a willingness to learn and grow Fresh graduates and career switchers are encouraged to apply Prior experience in sales, banking, finance, or customer-facing roles is an advantage but not required

What they're looking for

maintaining quality documentationregulatory standardsFinancial PlanningInterpersonal Skills

About Fort Financial Pte. Ltd.

Industry: Real estateSize: 100

Frequently asked questions

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

About The Role We are seeking driven, client-focused individuals to join our team as Financial Consultants under HCBS Life. This is a career-building opportunity for those who are passionate about helping individuals and families achieve financial security and long-term wealth goals. You will be equ…

What skills does this Financial Consultant role need?

Key skills for this role include maintaining quality documentation, regulatory standards, Financial Planning, Interpersonal Skills.

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

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

Is this Financial 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 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.