Financial Advisor / Insurance Agent (Internship)

JTE Recruit Pte Ltd; Singapore; On-site; SGD 30,000 - 40,000; Full time

Benefits offered by this job

Licensing Sponsorship

Exclusive Mentorship & Travel

Job summary

JTE Recruit Pte Ltd is offering a bespoke, highly flexible apprenticeship in the financial and wealth management sector designed for mid-career professionals and students balancing part-time studies. The program emphasizes hands-on learning, top director mentorship, and the path to MAS regulatory papers (e.g., M5, M9, M9A, HI).

Candidates with a polytechnic diploma or higher are encouraged to apply, including those switching careers.

Qualifications

• Minimum qualification of Local Polytechnic Diploma or higher.
• Mid-career professionals pivoting into wealth management encouraged to apply.

Responsibilities

• Learn Financial Needs Analysis to protect, structure, and grow assets for clients.
• Shadow consultants and gain exposure to portfolio management and client communication strategies.
• Build networks and relationships through mentorship and travel opportunities.

Skills

Financial Needs Analysis

Portfolio management exposure

Client communication strategies

Networking skills

Education

Local Polytechnic Diploma or higher

Job description

Thinking of a career in the financial and wealth management sector but unsure if it’s the right fit for you?

We are offering a bespoke, highly flexible apprenticeship designed specifically for mid-career professionals looking to pivot, as well as individuals currently balancing part-time degree studies. This is a risk-free opportunity to experience the industry firsthand, learn from top-performing directors, and see if you have what it takes to thrive.

• Program Overview & What to Expect: Bespoke Duration & Scheduling: There is no fixed timeline. The length and schedule of your apprenticeship will be individually tailored to accommodate your current studies, work transitions, or personal commitments.

• Beyond Policy Selling: Learn the true core of wealth management. You will be trained in comprehensive Financial Needs Analysis, focusing on how to effectively protect, structure, and grow assets for both individual and corporate clients.

• Tailored Industry Exposure: Shadow experienced consultants and gain hands-on exposure to portfolio management, client communication strategies, and network building based on your personal strengths.

• Exclusive Mentorship & Travel: Upon successful completion of the apprenticeship, you will have the rare opportunity to travel alongside our top-producing directors. Pick their brains, understand the mindset behind their success, and gain actionable, real-world tips.

• Licensing Sponsorship: For those ready to take the next step, we provide the study materials, guidance, and dedicated time needed to clear your mandatory MAS regulatory papers (e.g., M5, M9, M9A, HI).

• Career Progression: Candidates who show strong potential and aptitude will be shortlisted and offered a full-time Financial Consultant role upon completion of their papers.

Who We Are Looking For:

• Minimum qualification of a Local Polytechnic Diploma or higher.

• Candidates currently pursuing their part-time degrees or looking for a mid-career switch are highly encouraged to apply.

We regret to inform that only shortlisted candidates would be notified.