Financial Advisory Trainee

Get a head start in the finance industry, with a clear pathway towards future managerial positions. Build a meaningful career while making a difference in people’s lives.

No prior experience is required — we provide structured training, mentorship, and full support to help you get certified and succeed in this role. Along the way, you will develop valuable soft skills and gain real-world experience that will strengthen your career foundation and open up more opportunities in the future.

Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Structured mentorship with progression towards managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assist clients with wealth accumulation and protection planning
• Build long-term relationships with clients

Requirements:

• Local Diploma, A’ Levels or Degree in any discipline
• Positive attitude and willingness to learn