Financial Planning Executive - Fresh Grads Welcome & Training

ELEVATE; Singapore; On-site; SGD 30,000 - 45,000; Full time

Benefits offered by this job

Structured Training

Mentorship & Guidance

Career Development

Job summary

ELEVATE is seeking a Financial Planning Executive to kick-start a career in finance. You will gain hands-on exposure to financial planning, wealth management, client relationships, and business development. Training and guidance are provided to help you build professional expertise.

Fresh graduates are welcome, and you will engage with clients, conduct needs analysis, and contribute to portfolio reviews. A supportive team environment will help you grow in a fast-paced financial services setting.

Qualifications

• Diploma or Degree holders welcomed; fresh graduates encouraged.
• Strong communication and interpersonal abilities essential.
• Comfortable engaging with clients and people from diverse backgrounds.
• Interest in finance and wealth management helpful.
• Self-motivated with a proactive approach to learning.

Responsibilities

• Engage with clients to understand financial needs, goals and priorities.
• Perform financial needs analysis and support planning discussions.
• Introduce suitable financial products and wealth management solutions.
• Build and maintain long-term client relationships.
• Assist with portfolio reviews, follow-ups and documentation.
• Develop new client relationships through networking and BD activities.
• Stay informed on financial products, market trends and industry developments.
• Participate in structured training, mentorship and development programs.
• Collaborate with experienced professionals to strengthen advisory skills.

Skills

Communication skills

Interpersonal skills

Client relations

Business development

Proactiveness

Education

Diploma or Degree

Job description

ELEVATE is seeking a Financial Planning Executive to kick-start a career in finance. You will gain hands-on exposure to financial planning, wealth management, client relationships, and business development. Training and guidance are provided to help you build professional expertise.

Fresh graduates are welcome, and you will engage with clients, conduct needs analysis, and contribute to portfolio reviews. A supportive team environment will help you grow in a fast-paced financial services setting.