Financial Planning Associate — Training & Mentorship

Wealth Asia LLP; Singapore; On-site; SGD 31,000 - 47,000; Full time

Benefits offered by this job

Certification training

Mentorship

Client planning exposure

Joint-fieldwork

Career guidance

Work-life balance

Job summary

Wealth Asia LLP is looking for a trainee financial advisor to start a career in wealth planning. Fresh graduates are welcome; you will engage with clients and learn to review financial goals while developing relationships under guidance.

The role provides structured training, mentorship, and exposure to real client discussions, shaping a clear path into financial advisory. Join a collaborative team that emphasizes development, ongoing coaching, and practical fieldwork to build confidence in

Qualifications

• Fresh graduates welcome to apply.
• Strong communication and interpersonal skills.
• Willingness to learn and build a career in financial services.

Responsibilities

• Meet with prospective and existing clients to understand their needs
• Assist in reviewing clients’ financial goals and current arrangements
• Support the preparation of wealth accumulation and protection plans
• Develop and maintain professional client relationships
• Provide ongoing follow‑up and servicing to clients

Skills

Communication skills

Interpersonal skills

Education

Local Diploma/A-Levels/Degree

Job description

Wealth Asia LLP is looking for a trainee financial advisor to start a career in wealth planning. Fresh graduates are welcome; you will engage with clients and learn to review financial goals while developing relationships under guidance.

The role provides structured training, mentorship, and exposure to real client discussions, shaping a clear path into financial advisory. Join a collaborative team that emphasizes development, ongoing coaching, and practical fieldwork to build confidence in