Financial Advisory Trainee [ppa2-001-05]

Responsibilities

• Kickstart your financial services career through a structured training programme designed to build real industry knowledge and practical skills
• Learn financial planning and advisory fundamentals through hands-on assignments and guided mentorship from experienced advisors
• Conduct market research on financial products, investments, insurance, and wealth management solutions
• Assist in preparing clear and professional client reports, proposals, and supporting documentation
• Shadow experienced financial advisors on real client cases to build practical exposure and professional confidence
• Attend training sessions and workshops covering compliance, regulatory requirements, and industry best practices
• Support the organisation of client engagement activities, financial seminars, and community outreach initiatives
• Contribute to lead generation efforts and assist with client outreach and follow-up activities as required

Requirements

• Minimum Diploma and above
• Interest in finance, investments, and financial advisory
• Driven, disciplined, and eager to learn from industry mentors
• Good interpersonal and presentation skills
• EA License Number: 22C1278
• Disclaimer: By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.

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