Undergrad Financial Advisor

Are you an undergraduate looking to strengthen your resume and gain practical industry experience?

We are seeking motivated, hardworking, and approachable individuals who are passionate about creating value for others.

You will gain exposure to a broad range of financial services, including wealth solutions, property, mortgages, insurance, and investments. You will also learn how to design and tailor financial portfolios for diverse client needs, while developing both technical expertise and strong interpersonal skills.

Key Learning Opportunities:

- Shadow senior consultants during client meetings

- Gain insight into client consultation and coordination processes

- Collaborate with and learn from allied professionals such as lawyers, estate planners, accountants, realtors, and mortgage brokers

What We Offer:

- Structured training focused on personal and professional development

- Sponsorship for professional qualifications (subject to terms and conditions)

- Dedicated mentorship and personalised guidance (including tools such as Enneagram)

- Opportunity to be considered for our Management Associate Programme, for high-performing interns

Additional Information:

- Flexible working hours to accommodate academic schedules

If you are eager to learn and ready to take on a meaningful experience, we encourage you to apply.