Apex Financial Advisory Associate

APEX WEALTH MANAGEMENT LLP

Singapore

On-site

SGD 36,000 - 60,000

Full time

7 days ago
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Benefits offered by this job

Certifications training
Planning discussions with managers
On-the-job training
Mentorship path
Work-life balance

Job summary

APEX WEALTH MANAGEMENT LLP in Singapore is seeking a Financial Advisory Associate to start a career in finance with a clear path to management. No prior experience required; we provide structured training, mentorship, and support to help you become certified and succeed in this role.

Fresh graduates are welcome to apply. You will gain real-world experience, develop soft skills, and participate in coaching and fieldwork, with progression toward managerial roles within 2 years and a balanced

Qualifications

  • 21 years old and above.
  • Local Diploma, A' Levels or Degree in any discipline.
  • Positive attitude and willingness to learn.

Responsibilities

  • Client acquisition.
  • Assist clients with wealth accumulation and protection planning.
  • Build long-term relationships with clients.

Skills

Communication
Client relations
Willingness to learn

Education

Local Diploma / A' Levels / Degree

Job description

Join us as a Financial Advisory Associate and get a head start in the finance industry, with a clear pathway towards future managerial positions. Build a meaningful career while making a difference in people's lives.

No prior experience is required - we provide structured training, mentorship, and full support to help you get certified and succeed in this role. Along the way, you will develop valuable soft skills and gain real-world experience that will strengthen your career foundation and open up more opportunities in the future.

Fresh graduates are welcome to apply.

We provide:

  • Coaching to complete 4 basic certifications and required classes for financial advisory duties
  • Opportunities to be involved in planning discussions with managers
  • On-the-job training through joint fieldwork sessions
  • Structured mentorship with progression towards managerial roles within 2 years
  • Work-life balance

Job Responsibilities:

  • Client acquisition
  • Assist clients with wealth accumulation and protection planning
  • Build long-term relationships with clients

Requirements:

  • 21 years old and above
  • Local Diploma, A' Levels or Degree in any discipline
  • Positive attitude and willingness to learn
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