Financial Advisory Trainee

APEX WEALTH MANAGEMENT LLP; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

APEX WEALTH MANAGEMENT LLP in Singapore invites fresh graduates to join a structured training program that accelerates your career in financial advisory. No prior experience is required; we provide coaching, mentorship, and support to help you get certified and succeed in this role.

You will gain real-world experience, develop valuable soft skills, and have opportunities to progress toward managerial roles within 2 years, while helping clients with wealth planning.

Qualifications

• 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

Education

Local Diploma, A’ Levels or Degree in any discipline

Job description

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:

• Local Diploma, A’ Levels or Degree in any discipline


• Positive attitude and willingness to learn