Financial Advisory Trainee

APEX WEALTH MANAGEMENT LLP; Singapore; On-site; SGD 30,000 - 40,000; Full time

Benefits offered by this job

Structured training

Certifications support

Mentorship program

Career progression

Work-life balance

Job summary

APEX WEALTH MANAGEMENT LLP in Singapore offers a clear pathway to future managerial positions through structured training and mentorship. Fresh graduates are welcome, with no prior experience required, and you will be supported to get certified while building real-world skills in client wealth planning.

You will start with coaching to complete basic certifications, participate in planning discussions with managers, and benefit from on-the-job training and a mentorship program aimed at promoting

Qualifications

• No prior experience required; structured training and mentorship provided.
• 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

Fresh graduates welcome

Education

Local Diploma/A’ Levels/Degree

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