Financial Trainee - Entry Level [PPS-001-05]

EQUE; Singapore; On-site; SGD 30,000 - 40,000; Full time

Job summary

A prominent financial services firm in Singapore is seeking a candidate to learn financial planning and advisory fundamentals. The role involves assisting in client report preparation, conducting market research on financial products, and joining mentorship sessions with senior consultants. Candidates should have a minimum diploma and an interest in finance and investments. The position offers opportunities for growth in a supportive environment.

Qualifications

• Interest in finance, investments, and financial advisory.
• Driven, disciplined, and eager to learn from industry mentors.

Responsibilities

• Learn financial planning and advisory fundamentals.
• Assist in preparing client reports and documentation.
• Conduct market research on financial products.
• Support in organizing client engagement activities.

Skills

Interpersonal skills

Presentation skills

Education

Minimum Diploma

Job description

Working hours: 10am to 6pm (Monday to Friday)

Working location: Harbourfront Centre

Key Responsibilities

• Learn financial planning and advisory fundamentals
• Assist in preparing client reports and documentation
• Join mentorship sessions with senior financial consultants
• Conduct market research on financial products
• Build foundational skills in insurance, investment, and wealth
• Attend training programs on compliance and regulatory topics
• Support in organizing client engagement activities
• Shadow experienced advisors on real client cases
• Explore tools used in portfolio analysis and financial planning
• Contribute to lead-generation efforts and follow-ups

Requirements

• Minimum Diploma and above
• Interest in finance, investments, and financial advisory
• Driven, disciplined, and eager to learn from industry mentors
• Good interpersonal and presentation skills

EA License Number: 22C1278

Disclaimer

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.