Financial Management Trainee (Flexible Hour + Basic Allowance Included)

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 42,000 - 70,000; Full time

Benefits offered by this job

Basic allowance

Structured training

Mentorship

Career progression

Hybrid working

Overseas travel

Job summary

FORT FINANCIAL PTE. LTD. invites energetic individuals to join as Management Trainees. The role includes structured training, mentorship from leaders, and ongoing on-the-job coaching to build a successful career in financial services.

With a mid-level progression pathway beyond Financial Planner, the program welcomes fresh graduates. Flexible hours and hybrid work support development and client-facing experiences across local and overseas opportunities.

Qualifications

• Minimum poly diploma, A-Level, bachelor, professional degree or equivalent.
• Fresh graduates and entry-level candidates are welcome.
• Strong communication and interpersonal skills.
• Willingness to learn and grow in financial services.
• Ability to work independently and in a team.

Responsibilities

• Understand clients' financial goals and recommend suitable solutions.
• Review and adjust financial plans as needs change.
• Assist clients in managing investment portfolios.
• Build and maintain relationships with clients.
• Participate in training programmes and industry seminars.

Skills

Positive attitude

Excellent communication

Self-motivated

Goal-oriented

Team player

Education

Polytechnic Diploma

GCE A-Level

Bachelor's Degree

Professional Degree

Job description

Management Trainee

Employment Type: Full-Time

Work Arrangement: Flexible Working Arrangement

Work Location: Singapore 168730

About the Role

Are you looking to kick-start your career in the financial services industry with opportunities for continuous learning and career growth?

We are looking for motivated, enthusiastic, and driven individuals to join our team as Management Trainees .

Whether you are a fresh graduate or have limited working experience, we welcome you to apply. You will receive structured professional training, mentorship from experienced leaders, and continuous on-the-job coaching to help you develop the knowledge and skills needed to build a successful career.

This position offers a mid-management career progression pathway above the Financial Planner level. Candidates without prior experience may begin at an entry-level position, with opportunities to develop their expertise and progress into a management role within approximately two to three years, subject to performance and development.

If you have a positive attitude, enjoy interacting with people, and are eager to learn and grow professionally, we would love to hear from you!

Key Responsibilities

• Understand clients' financial goals, needs, and objectives before recommending suitable financial and investment solutions.
• Review clients' financial plans regularly and provide recommendations based on changes in their financial circumstances and goals.
• Assist clients in managing and optimising their investment portfolios to support their long-term financial objectives.
• Build and maintain strong relationships with new and existing clients.
• Participate in company training programmes, workshops, and industry seminars to continuously enhance professional knowledge and skills.

What We Offer

• Basic allowance with additional performance-based incentives.
• Paid structured professional training programme.
• One-to-one coaching and mentorship from experienced leaders.
• Clear career progression and management development opportunities.
• Supportive and collaborative working environment.
• Flexible working hours and hybrid working arrangements.
• Opportunities for local and overseas business travel.
• Recognition and rewards for outstanding performance.

Working Arrangement

We offer a flexible, appointment-based working arrangement that allows you to plan your working hours according to your schedule.

Work locations are generally determined by client appointments, giving you the flexibility to choose suitable venues for client meetings.

However, attendance at designated company training sessions and meetings is mandatory and will require you to be physically present at the office.

Professional Certification Support

In addition to the training provided, we offer financial support for the four required industry certification papers: M5, M9, M9A, and HI .

Examination Sponsorship

• First attempt: 100% sponsored.
• Second attempt: 50% sponsored if the first attempt is unsuccessful.
• Third attempt: 25% sponsored.

Certification Rewards

Successful candidates will also receive monetary rewards upon passing each certification paper:

• First paper passed: SGD 100.
• Second paper passed: SGD 200.
• Third paper passed: SGD 300.
• Fourth paper passed: SGD 400.

Job Requirements

• Minimum qualification of Polytechnic Diploma, GCE A-Level, Bachelor's Degree, Professional Degree, or equivalent.
• Must be at least 21 years old, in accordance with MAS regulatory requirements.
• Fresh graduates and entry-level candidates are welcome to apply.
• Positive attitude and willingness to learn.
• Good communication with interpersonal skills, self-motivated, goal-oriented, and driven to achieve results.
• Ability to work independently as well as in a team.
• Experience in working in corporate environment is a plus.

Additional Benefits

• Employee discounts.
• Flexible working schedule.
• Professional development and continuous training.
• Hybrid working arrangement.
• Career advancement opportunities.

Start your professional journey with us and discover opportunities to learn, grow, and build a rewarding career!