Financial Advisor (Traineeship)

  • Job category
    Banking and Finance
  • Job level
    Fresh/entry level
  • Contract type
  • Location
  • Salary
    S$2000 - S$4000

Job Description

The Offer

Opportunity for individuals seeking a career in Financial Planning/Wealth Management

A role that offers a breadth of learning opportunities

Attractive commission scheme upon completion of the traineeship

The Employer

Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.

The Job

You will be responsible for :

  • Undergoing comprehensive training to internalise product knowledge for wealth/financial planning
  • Product comparison of different financial plans
  • Understanding and applying financial plan and investment portfolio construction for clients
  • Applying foundations on prospecting, marketing and sales
  • Building costing model to sustain the financial advisory business
  • Shadowing the Manager to learn how knowledge is being applied to clients

The Profile

  • You have at least a Diploma of any discipline, with a strong interest in Financial Planning or Wealth Management.
  • Prior or existing relevant experience is not mandatory as a comprehensive Training Programme is provided
  • You have a strong entrepreneurial mindset
  • You have excellent interpersonal skills and are great at building strong relationships
  • You are highly-motivated and willing to learn.

Apply to this role by submitting your CV and completing your profile at

Closing on 25 Mar 2021

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