Financial Advisory Trainee to Licensed Advisor

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 36,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangement

Performance-based income model

Structured training and mentorship

Operational and administrative support

Clear career progression

Hands-on client exposure

Supportive team environment

Job summary

PLACEMENT PROFESSIONALS is growing a team of ambitious individuals passionate about building a sustainable career in financial planning and wealth advisory. This role offers a structured development journey with training, mentorship, and support to gradually establish your own client base within a regulated financial advisory setting.

No prior experience is necessary, as complete training and licensing guidance will be provided.

Qualifications

• Singapore Citizens or Permanent Residents due to regulatory requirements.
• Diploma or Bachelor's degree in any discipline.
• Fresh graduates and mid-career switchers are welcome.
• Strong communication and interpersonal skills.
• Self-motivated, disciplined, and willing to learn.
• Comfortable with a performance-based career structure.
• Interest in finance, business, or client-facing roles is an advantage.

Responsibilities

• Engage with clients to understand financial objectives, priorities, and requirements.
• Support financial planning discussions covering protection, savings, retirement preparation, and wealth accumulation.
• Assist in building and strengthening lasting relationships with clients through continuous engagement.
• Develop and manage your own client portfolio with guidance and support from experienced mentors.
• Follow structured advisory frameworks while maintaining professionalism and compliance standards.
• Take part in training programmes, workshops, and continuous learning opportunities to enhance your skills.

Skills

Communication skills

Interpersonal skills

Self-motivated

Willing to learn

Disciplined

Education

Diploma or Bachelor's degree

Job description

PLACEMENT PROFESSIONALS is growing a team of ambitious individuals passionate about building a sustainable career in financial planning and wealth advisory. This role offers a structured development journey with training, mentorship, and support to gradually establish your own client base within a regulated financial advisory setting.

No prior experience is necessary, as complete training and licensing guidance will be provided.