Client Wealth Advisory Associate

Requirements

• Local Diploma, A' Levels, or Degree in any discipline
• Positive attitude and willingness to learn
• Strong communication and interpersonal skills
• Passionate about helping clients achieve their financial goals

Additional Information

Kickstart your career in the financial services industry. You will gain hands-on experience in wealth planning, client advisory, and financial solutions while being guided by experienced mentors. No prior experience is required - we provide structured training, mentorship, and support to help you build the knowledge and skills needed to become a qualified financial advisory professional. The experience gained in client engagement, financial planning, and relationship management will provide a strong foundation for your long-term career growth, with opportunities to progress into leadership roles. Fresh graduates are welcome to apply! We provide: Structured coaching to complete 4 basic certifications and relevant courses required for financial advisory duties Exposure to client financial planning processes and wealth advisory strategies On-the-job training through joint fieldwork sessions with experienced managers Mentorship and career development pathway with potential progression to managerial positions within 2 years Supportive environment with work-life balance Job Responsibilities: Identify and engage potential clients to understand their financial needs Assist clients in wealth accumulation, protection, and financial planning solutions Build and maintain long-term relationships with clients Support clients throughout their financial planning journey

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at APEX WEALTH MANAGEMENT LLP? Share your experience