About this role
Working Hours: 10am to 6pm (Monday to Friday) Working Location: Harbourfront Centre Key Responsibilities: • Learn financial planning and advisory fundamentals through structured mentorship • Assist in preparing client reports and supporting documentation • Conduct market research on financial products, investments, and wealth solutions • Build foundational knowledge in insurance, investment, and wealth management • Attend training programmes covering compliance and regulatory requirements • Shadow experienced advisors on real client cases for practical exposure • Support the organisation of client engagement activities and follow-ups • Contribute to lead generation efforts and assist with client outreach initiatives 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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RECRUIT EXPRESS PTE LTD