Finance Trainee: Advisory Foundations & Mentorship

EQUE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial consultancy firm in Singapore is looking for a motivated individual to join as a Financial Advisory Intern. This role includes learning financial planning basics, preparing client reports, participating in mentorship sessions, and conducting market research. Ideal candidates should have a minimum diploma and a strong interest in finance. This is an excellent opportunity for those eager to build foundational skills in the financial sector and to work alongside experienced advisors.

Qualifications

• Minimum Diploma and above required.
• Strong interest in finance, investments, and financial advisory.
• Driven, disciplined, and eager to learn from industry mentors.

Responsibilities

• Learn financial planning and advisory fundamentals.
• Assist in preparing client reports and documentation.
• Join mentorship sessions with senior financial consultants.
• Conduct market research on financial products.
• Support in organizing client engagement activities.

Skills

Interpersonal skills

Presentation skills

Interest in finance

Willingness to learn

Education

Minimum Diploma

Job description

A financial consultancy firm in Singapore is looking for a motivated individual to join as a Financial Advisory Intern. This role includes learning financial planning basics, preparing client reports, participating in mentorship sessions, and conducting market research. Ideal candidates should have a minimum diploma and a strong interest in finance. This is an excellent opportunity for those eager to build foundational skills in the financial sector and to work alongside experienced advisors.