Roles & Responsibilities
Financial Adviser Trainee
(Entrepreneurial Career
📍 Capital Tower
Our client is a Singapore-owned and independently run financial advisory firm. Unlike tied agencies at large insurers, their reps are free to recommend solutions from multiple insurance and investment partners — always in the client’s best interest.
🌟 Why join us?
🎯 Qualified Leads - 10 new prospects given monthly – no need to chase friends and family!
❤️ Meaningful Work - Help clients achieve their financial goals and feel proud of your impact.
📣 Zero Marketing Costs - Company-sponsored webinars, workshops and events.
🤝 Structured Mentorship - Clear career track with guidance from experienced advisers.
Key Responsibilities
Requirements
What You Can Achieve
$100k
🔊 Come chat with us today to find out more!
LEE LING (LI LING)
Reg No : R1880292
Tell employers what skills you have
Negotiation
Wealth Management
Licensing
Lifestyle
Verbal Communication
Well Organised
Financial Planning
Investments
Wealth
Customer Care
Customer Success
Needs Analysis
Marketing
Planner
Mentorship
Retirement Planning
Capital
Corporate Events
Financial Advisory
Corporate Finance
Financial Islandwide • Islandwide, SG