Management Associate (Fresh Graduates Encouraged to Apply)

FORT FINANCIAL PTE. LTD.; Singapore; Hybrid; SGD 28,000 - 45,000; Full time

Benefits offered by this job

12-week training

Mentorship

Performance incentives

Career progression

Supportive culture

Hybrid work

Job summary

FORT FINANCIAL PTE. LTD. is seeking ambitious individuals to kickstart their careers as Management Associates. This 12-week paid training programme includes hands-on client exposure, structured learning, and guidance from experienced mentors in the wealth planning industry.

Open to fresh graduates and those seeking a step up, the program offers hybrid work, ongoing development, performance incentives, and clear pathways to long-term career progression within a supportive, collaborative team.

Qualifications

• Diploma, GCE A‑Level, or degree; must be at least 21 years old per MAS requirements.
• Fresh graduates welcome; limited professional experience acceptable.
• Strong willingness to learn and develop new skills.
• Excellent interpersonal and communication abilities.
• Proactive mindset with good self‑management and problem‑solving skills.

Responsibilities

• Engage with clients to understand financial priorities and long‑term wealth goals.
• Assist in identifying suitable financial planning strategies for clients.
• Monitor client portfolios and provide updates or recommendations.
• Develop and strengthen relationships with prospective and existing clients.
• Participate in training sessions and industry events.
• Keep up to date with developments in financial planning and wealth management.

Skills

Interpersonal skills

Communication

Self-management

Problem solving

Go‑getter

Education

Diploma / GCE A‑Level / Bachelor's degree

Job description

About the Role

Are you a recent graduate or someone looking to take the next step in your career? We are seeking ambitious and people-oriented individuals to join our team as Management Associates.

No prior industry experience is required. Successful candidates will undergo a comprehensive 12-week paid training programme designed to develop their knowledge, professional capabilities, and client management skills. You will also receive guidance from experienced mentors and practical exposure to the wealth planning industry.

This is an excellent opportunity for individuals who are eager to learn, develop professionally, and build a rewarding long-term career.

What You Can Expect

• Structured and fully paid 12-week training programme
• Dedicated mentorship and individual coaching
• Competitive income package with additional performance incentives
• Clear career development and advancement pathways
• Supportive team culture with ongoing guidance
• Flexible hybrid working options
• Opportunities to attend local and overseas business events
• Performance recognition and achievement rewards

Key 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.

Requirements

• Minimum Diploma, GCE A-Level, Bachelor's Degree, or equivalent qualification.
• Applicants must be at least 21 years old, in accordance with applicable 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.

Employee Benefits

• Ongoing professional training and development
• Flexible working arrangements
• Employee discounts and exclusive benefits
• Opportunities for career progression
• Performance-based rewards and incentives
• Supportive and collaborative working environment