Job description for Financial Consultant (HSBC Life) at Fort Financial Management Private Limited
Job description:
Looking to build a meaningful career where you can grow professionally, develop real-world skills, and make a positive impact on people’s lives?
We are looking for motivated and growth-minded individuals to join us as Financial Consultants under HSBC Life.
This role is designed to help you build a strong foundation in financial planning, client relationships, and professional advisory skills, supported by structured training and experienced mentors who will guide you every step of the way.
Whether you are a fresh graduate or exploring a new career direction, this is a great opportunity to learn, grow, and build a long-term professional career in the financial services industry.
What You’ll Be Doing
Learn how to understand clients’ financial goals and life priorities
Support the development of personalised financial planning solutions
Assist in areas such as protection, savings, retirement, and wealth building
Build meaningful, long-term relationships with clients
Work closely with mentors to develop advisory and communication skills
Participate in training sessions, workshops, and development programmes
Grow your confidence in a professional, structured environment
What Makes This Role Exciting
Full training provided — no prior experience needed
Mentorship from experienced financial professionals
A clear and structured career development pathway
Exposure to real client situations and financial planning work
A supportive, positive, and growth-focused team culture
Opportunities to continuously learn and upgrade your skills
Who We’re Looking For
Diploma or Degree holders in any discipline
Fresh graduates and career switchers are welcome
Positive attitude and willingness to learn
Strong communication and interpersonal skills
Self-motivated, responsible, and eager to grow
Enjoy working with people and building relationships
Training & Development
We provide full structured training to help you grow confidently in the role, including guidance towards relevant licensing and industry knowledge. You’ll be supported by mentors throughout your learning journey.
Why Join Us
This is more than just a job — it’s a career-building opportunity where you can grow at your own pace, develop valuable life skills, and explore your potential in the financial services industry.
Ready to Start Your Journey?
If you’re looking for a positive, supportive environment where you can learn, grow, and build a meaningful career, we’d love to hear from you
Benefits:
Additional leave
Cell phone reimbursement
Flexible schedule
Health insurance
Professional development
Work from home
