Financial Trainee - Entry Level [PPS-001-06]

-; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a candidate willing to learn and grow in financial planning. Responsibilities include assisting in client reports, conducting market research, and shadowing experienced advisors. Ideal candidates are driven, disciplined, and possess good interpersonal and presentation skills. A minimum diploma is required along with a keen interest in finance and investments. This role offers training programs and mentorship opportunities.

Qualifications

• Diploma or higher in relevant fields is required.
• Driven and eager to learn from experienced mentors.
• Good presentation and interpersonal skills are necessary.

Responsibilities

• Learn financial planning and advisory fundamentals.
• Assist in preparing client reports and documentation.
• Conduct market research on financial products.
• Build foundational skills in insurance, investment, and wealth.

Skills

Interest in finance

Good 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

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