Wealth Management Trainee

NIFA PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A prominent financial services firm in Singapore is seeking a Wealth Management Trainee to provide personalized financial solutions and build strong client relationships. This role welcomes career switchers and offers competitive salaries with commissions and performance bonuses. Successful candidates will enjoy industry-leading training, mentorship, and clear pathways to leadership roles, along with flexible work arrangements to support work-life balance.

Benefits

Competitive salary with uncapped commission

Fast-track career progression

Industry-leading training & mentorship

Professional certification sponsorship

Flexible working arrangements

Exclusive travel incentives

Qualifications

• Career switchers are welcome; no prior experience required.
• Strong communication and relationship-building skills needed.
• Minimum education requirement: Diploma or Bachelor's Degree.

Responsibilities

• Provide personalized wealth management solutions in investments and financial planning.
• Assess clients’ financial needs and help them achieve their long-term goals.
• Build and maintain strong relationships with clients.
• Stay updated on market trends to provide informed recommendations.
• Work closely with mentors to develop professional skills.

Skills

Excellent communication and interpersonal skills

Ability to build trust and establish long-term relationships with clients

Trust-building

Education

Diploma or Bachelor’s Degree in any field

Job description

Overview

Wealth Management Trainee

High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance

Looking for a high-paying, fast-growing career that gives you financial freedom? Whether you're a career switcher, or someone eager to succeed in finance, this role is for you!

What You’ll Do

• Provide personalized wealth management solutions in investments, insurance, and financial planning
• Assess clients’ financial needs and help them achieve their long-term financial goals
• Build and maintain strong relationships with clients, offering ongoing financial advice
• Stay updated on market trends and industry developments to provide informed recommendations
• Work closely with experienced mentors to develop professional skills and accelerate career growth
• Grow into a leadership role with clear career progression and structured programme

Who We’re Looking For

• Career switchers are welcome – No prior experience required
• Excellent communication and interpersonal skills
• Ability to build trust and establish long-term relationships with clients
• Minimum Diploma or Bachelor’s Degree in any field – No finance background required
• SG/ SGPR

What We Offer

• Competitive salary with uncapped commission & performance bonuses
• Fast-track career progression – Clear pathways to leadership roles
• Industry-leading training & mentorship by experienced professionals
• Professional certification sponsorship to enhance your credentials
• Flexible working arrangements to support work-life balance
• Exclusive travel incentives & recognition programs