Financial Services Trainee: Launch Your Advisory Career

INZY Xuan Kai; Singapore; Presencial; SGD 26.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company-provided leads

Training and guidance from senior fian

Commission-based compensation

Descripción de la vacante

INZY Xuan Kai is seeking a Financial Services Trainee in Singapore to support client engagement, business development, and advisory activities. The role includes learning to identify client needs and introducing suitable financial solutions under supervision.

You will work with senior consultants, build client relationships, and gain exposure to the financial services industry while adhering to ethical and professional standards in a fast-paced environment.

Formación

• Good communication and interpersonal skills.
• Positive attitude and willingness to learn.
• Comfortable interacting with people and participating in sales-related activities.

Responsabilidades

• Support senior financial consultants with client engagement and business development.
• Connect with prospective clients through company-provided leads and outreach.
• Build and maintain professional relationships with clients.
• Understand clients' financial needs, goals, and priorities through discussions.
• Assist with client follow-ups, appointment coordination, and relationship management.
• Learn about financial services and suitable solutions under guidance.
• Work towards performance objectives while maintaining professional standards.

Conocimientos

Communication skills

Interpersonal skills

Sales aptitude

Proactive mindset

Educación

GCE A-Level / IB Diploma / Diploma (Singapore polytechnic) or equivalent

Descripción del empleo

INZY Xuan Kai is seeking a Financial Services Trainee in Singapore to support client engagement, business development, and advisory activities. The role includes learning to identify client needs and introducing suitable financial solutions under supervision.

You will work with senior consultants, build client relationships, and gain exposure to the financial services industry while adhering to ethical and professional standards in a fast-paced environment.