Wealth Advisor: Training, Growth & Certification Path

Credence; Singapore; On-site; SGD 38,000 - 70,000; Full time

Benefits offered by this job

Weekly training sessions

Course allowance

Career progression paths

Tiered allowance first 2 years

Job summary

Credence in Singapore seeks ambitious individuals to start a career helping clients make better decisions about their money and to build expertise in financial planning.

You will advise on investments, derivatives, and life insurance, while building your own client base through mandatory field work and structured training. This role offers clear progression into professional certifications and a path to senior advisory opportunities.

Qualifications

• Singapore Citizen or PR, aged 21 or older
• Holding a local Polytechnic Diploma or higher
• Able to communicate ideas clearly to different people, groups and markets, or keen to develop that skill
• Comfortable building trust and confidence with clients
• Eager to make your mark in the financial advisory world

Responsibilities

• Advise clients on investment products, including securities, unit trusts and other collective investment schemes
• Advise on exchange-traded and over-the-counter derivatives, and leveraged foreign exchange
• Advise on and arrange life insurance policies
• Build and manage your own client base through mandatory field work

Skills

Communication skills

Client relationship

Sales aptitude

Financial literacy

Education

Polytechnic Diploma or higher (local diploma preferred)

Job description

Credence in Singapore seeks ambitious individuals to start a career helping clients make better decisions about their money and to build expertise in financial planning.

You will advise on investments, derivatives, and life insurance, while building your own client base through mandatory field work and structured training. This role offers clear progression into professional certifications and a path to senior advisory opportunities.