Client Advisory & Business Development | Winter Programme

THE CREDENCE ORGANIZATION; Singapore; On-site; SGD 103,000 - 155,000; Part time

Benefits offered by this job

Exam sponsorship

Mentorship

Job summary

The Credence Organization offers a two-week program for penultimate and final-year students to experience front-office financial advisory. You’ll shadow advisors, run client simulations, and use CRM tools while building foundational wealth-management skills. The program includes mentorship and sponsorship for a professional qualification exam.

Successful candidates will gain exposure to live client conversations, time to assess fit for advisory roles, and a documented credential on completion.

Qualifications

• Minimum Local Polytechnic Diploma or equivalent.
• Candidates must not require employment visa sponsorship now or in the future.

Responsibilities

• Observe live client appointments with practicing advisors to understand advisory conversations and decision-making processes.
• Conduct client simulations to practice advisory conversations in a structured, supportive environment.
• Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients.
• Utilize CRM and pipeline management tools to support client-facing activities and track progress.
• Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles.
• Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds.
• Prepare for and complete a sponsored professional qualification exam as a step toward certification.

Skills

Observation

CRM usage

Client simulations

Wealth management basics

Mentorship participation

Career assessments

Education

Local Polytechnic Diploma

Tools

CRM software

Job description

Job Summary

Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-year students.

Responsibilities

• Observe live client appointments with practicing advisors to understand real advisory conversations and decision-making processes
• Conduct client simulations to practice advisory conversations in a structured, supportive environment
• Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients
• Utilize CRM and pipeline management tools to support client-facing activities and track progress
• Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles
• Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds
• Prepare for and complete a sponsored professional qualification exam as a step toward certification

Why this works if you're undecided:

• Low-stakes : Two weeks to find out if client-facing work suits you, with a credential to show for it either way
• Direct exposure to how an advisory business is actually built, not just the theory

Required competencies and certifications

• Minimum Local Polytechnic Diploma or equivalent
• Minimum date of birth: March 2005 (to meet program eligibility)
• Candidates must not require employment visa sponsorship now or in the future

Other Information

• Allowance and exam sponsorship are subject to Terms & Conditions