Management Associate: Fast-Track to Wealth Planning

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 42,000 - 60,000; Full time

Benefits offered by this job

Training and development

Flexible working

Employee discounts

Career progression

Performance incentives

Collaborative culture

Job summary

Fort Financial Pte. Ltd. is seeking ambitious graduates to join our Management Associates program in Singapore. This 12-week, fully paid training track equips you with wealth planning basics, client management skills, and mentorship from seasoned professionals.

Open to fresh graduates or those seeking a career shift, the role offers structured development, hybrid work options, and clear pathways for advancement as you build a long-term career in financial services.

Qualifications

• Minimum Diploma, GCE A-Level, Bachelor's Degree, or equivalent qualification.
• Applicants must be at least 21 years old, in accordance with MAS regulatory requirements.
• Open to fresh graduates and candidates with limited professional experience.
• Strong willingness to learn and develop new skills.
• Excellent interpersonal and communication abilities.
• Proactive mindset with good self-management and problem-solving skills.
• Goal-driven individuals with a positive and professional attitude.

Responsibilities

• Engage with clients to understand their financial priorities, long-term goals, and wealth management needs.
• Assist in identifying appropriate financial planning and wealth management strategies based on individual client requirements.
• Monitor clients' financial portfolios and provide relevant updates or recommendations when necessary.
• Develop and strengthen professional relationships with prospective and existing clients.
• Participate in training sessions, professional development activities, and industry-related events.
• Keep up to date with developments in financial planning, investment products, and wealth management practices.

Job description

Fort Financial Pte. Ltd. is seeking ambitious graduates to join our Management Associates program in Singapore. This 12-week, fully paid training track equips you with wealth planning basics, client management skills, and mentorship from seasoned professionals.

Open to fresh graduates or those seeking a career shift, the role offers structured development, hybrid work options, and clear pathways for advancement as you build a long-term career in financial services.