Job Description

Founded in 2020, Oasis is a boutique financial advisory agency under AIA, focused on building genuine, meaningful connections and making a positive impact on the lives we encounter. We believe that authenticity and trust form the foundation of long-lasting relationships, and we are dedicated to helping both clients and team members thrive.Though small in size, with a close-knit team of fewer than 10, we embrace a collaborative and growth-oriented environment. Our mission is to empower individuals to take control of their financial future while fostering personal and professional growth for every member of our agency.Why Join Us? We are seeking motivated and aspiring individuals who are passionate about creating positive change\xe2\x80\x94not only in their own lives but also in the lives of others. At Oasis, you\xe2\x80\x99ll find a supportive environment where authenticity is celebrated, and where every contribution matters.Are you ready to kick-start your career in financial advisory and gain a competitive edge over your peers? Join us at Oasis as a Financial Advisor Trainee and experience hands-on learning, mentorship, and real-world exposure to the financial services industry. This role offers the unique opportunity to develop key skills in financial planning, client engagement, and business development, all while setting the foundation for a rewarding career. High-performing trainees can unlock significant earning potential through commissions and bonuses, giving them a valuable head start compared to their peers.Key Responsibilities:Client Engagement & Relationship Building:

• Assist in identifying and engaging prospective clients through networking and outreach efforts.
• Participate in meetings with clients to understand their financial goals and offer support in crafting financial plans

Financial Planning & Advisory Support:

• Help prepare tailored financial plans, including insurance, savings, and investment strategies.
• Research financial products, market trends, and industry updates to enhance advisory services

Sales & Business Development:

• Generate leads and follow up with potential clients to expand the client base.
• Assist in marketing campaigns and events that promote financial advisory services.

Administrative & Operational Support:

• Support documentation, reports, and policy submissions.
• Maintain organized client data, ensuring compliance with industry regulations.

Requirements

• Minimum age of 21 years old
• Singaporean/PR
• Local Diploma/Degree and above in any field of study
• Strong interpersonal and communication skills, with a passion for helping others.
• Self-motivated, eager to learn, and proactive in a dynamic environment.
• Analytical thinking with great attention to detail and problem-solving abilities.
• Sales background would be helpful although not essential.
• Ability to work independently and as part of a team.

What You Will Gain:

• Competitive Edge: Start your career early and develop skills that set you apart from your peers.
• Earning Potential: High-performing trainees can earn commissions and bonuses, giving them the opportunity to grow their income right from the start.
• Mentorship & Experience: Work alongside experienced financial advisors, gaining insights and knowledge directly from industry professionals.
• Real-World Exposure: Hands-on involvement in financial planning, client management, and business development.
• Career Opportunities: Potential to transition into a full-time role based on performance.
• Certificate of Completion: Enhance your professional portfolio with formal recognition of your achievements.

Duration & Location:

• 6 to 12 months (flexible based on your schedule).
• Hybrid work arrangement (onsite & remote).

Application InstructionsPlease apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

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