Job description for HSBC Life Financial Consultant (Training Provided) at Fort Financial Management Private Limited
We are looking for motivated individuals who are interested in starting or building a career in financial services as a Financial Consultant under HSBC Life.
This role is designed to provide structured learning, hands-on exposure, and mentorship in financial planning, client engagement, and advisory work.
No prior experience is required — fresh graduates and career switchers are welcome.
What You’ll Be Doing
You will be guided and trained to:
- Understand clients’ financial goals and priorities
- Support the development of personalised financial planning solutions
- Learn about protection, savings, retirement, and wealth-building concepts
- Build and maintain long-term client relationships
- Develop communication and advisory skills through mentorship
- Participate in structured training, workshops, and development programmes
- Gain exposure to real client financial planning discussions
What Makes This Role a Good Opportunity
- Full training provided (no experience required)
- Mentorship from experienced financial professionals
- Structured career development pathway
- Exposure to real-world financial planning work
- Supportive and growth-oriented team environment
- Continuous learning and professional development opportunities
Who We’re Looking For
- Diploma or Degree in any discipline
- Fresh graduates and career switchers are welcome
- Positive attitude and willingness to learn
- Good communication and interpersonal skills
- Self-motivated, responsible, and eager to grow
- Enjoy working with people and building relationships
- Training & Development
We provide structured training to help you build confidence in the role, including guidance on industry knowledge and relevant licensing requirements (where applicable). You will also receive ongoing mentorship throughout your development journey.
Why Join Us
This is a career development opportunity for individuals looking to build a long-term path in financial services. You will gain valuable skills, professional exposure, and structured support as you grow in the industry.
How to Apply
If you are looking for a supportive environment to learn, grow, and explore a career in financial services, we welcome your application.
