Job Description

Working hours: 10am to 6pm (Monday to Friday)


Working location: Harbourfront Centre

Key Responsibilities:

Learn financial planning and advisory fundamentals Assist in preparing client reports and documentation Join mentorship sessions with senior financial consultants Conduct market research on financial products Build foundational skills in insurance, investment, and wealth Attend training programs on compliance and regulatory topics Support in organizing client engagement activities Shadow experienced advisors on real client cases Explore tools used in portfolio analysis and financial planning Contribute to lead-generation efforts and follow-ups

Requirements:

Minimum Diploma and above Interest in finance, investments, and financial advisory Driven, disciplined, and eager to learn from industry mentors Good interpersonal and presentation skills

EA License Number: 22C1278

Disclaimer:

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.