Management Trainee (Financial Advisory Practice Builder)

WONG YONG KEE; Singapore; On-site; SGD 42,000 - 54,000; Full time

Benefits offered by this job

Mentorship

Licensing exams

Professional training

Flexible work after foundation

Job summary

AIA invites fresh graduates and career switchers to join a 24-month Management Trainee programme to build and run your own financial advisory practice on AIA's platform. You will learn to advise on protection, investments, retirement, and legacy planning while growing a client base that belongs to your practice.

The programme offers structured training, mentorship, and real client work from day one, with MAS licensing and ongoing professional development, and flexible work arrangements after

Qualifications

• At least 21 years old, MAS requirements for appointed financial adviser reps.
• MAS fit-and-proper assessment and CMFAS licensing exams required.
• Fresh graduates and career switchers welcomed.

Responsibilities

• Complete structured training and CMFAS licensing exams with study support provided.
• Learn financial needs analysis, investments, retirement and legacy planning.
• Build and manage client relationships under guidance, then independently.

Skills

Curious about finance

Self-driven

Coachable

People skills

Education

Diploma or higher

Job description

Employment type: Full-time | Seniority: Fresh/entry level | Category: Banking and Finance / Insurance

About the role

This isn't a traditional sales job. Our Management Trainee programme trains you to build and run your own financial advisory practice on AIA's platform. Over 24 months you'll learn how to advise individuals, families, and business owners on protection, investments, retirement, and legacy planning, and you'll build a client base that belongs to your practice.

If you're drawn to wealth management, portfolio thinking, or running your own business one day, this programme gives you structured training, mentorship, and real client work from the start.

What you'll do

• Complete structured training and the required MAS licensing exams (CMFAS), with study support provided
• Learn financial needs analysis, investment-linked and portfolio conversations, and retirement and legacy planning
• Build and manage your own client relationships, first with guidance and then on your own
• Take part in workshops, corporate wellness (AIA WorkWell) engagements, and community events
• Track your own growth metrics with a mentor who meets you every week
• Grow toward leadership, with an option to build and lead your own team later

What we offer

• A structured 24-month sales and management development path with clear milestones
• One-to-one mentorship and a peer cohort
• Sponsored licensing exams and ongoing professional training
• Income that grows with your practice, on top of the training allowance above
• Flexible working once you've completed your foundation training
• Access to AIA's products, tools, and brand

Requirements

• At least 21 years old, in line with MAS requirements for appointed financial adviser representatives
• A full Diploma or higher (degree holders welcome), in line with MAS minimum academic requirements
• Able to pass the MAS fit-and-proper assessment and the CMFAS licensing exams
• Curious about finance and people, and comfortable starting conversations
• Self-driven, coachable, and willing to put in consistent effort in the first 12 months
• Fresh graduates, career switchers, and NSmen who have just finished NS are welcome

Who to apply

• "What would you want your career to look like in five years not not be a variable when times are bad or be replaced."
• Mid Career changers
• Undergrads
• Fresh Grads
• Back to Work mums
• Experienced Financial Advisors

We reply to every application within [3] working days.