FINANCIAL ADVISORY TRAINEE [PPS2-001-04]

Key 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.