Roles & Responsibilities
Wealth Management Trainee
High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance
Looking for a high-paying, fast-growing career that gives you financial freedom ? Whether you're a career switcher, or someone eager to succeed in finance , this role is for you!
What You’ll Do :
- Provide personalized wealth management solutions in investments, insurance, and financial planning
- Assess clients’ financial needs and help them achieve their long-term financial goals
- Build and maintain strong relationships with clients, offering ongoing financial advice
- Stay updated on market trends and industry developments to provide informed recommendations
- Work closely with experienced mentors to develop professional skills and accelerate career growth
- Grow into a leadership role with clear career progression and structured programme
Who We’re Looking For :
Career switchers are welcome – No prior experience requiredExcellent communication and interpersonal skillsAbility to build trust and establish long-term relationships with clientsMinimum Diploma or Bachelor’s Degree in any field – No finance background requiredSG / SGPRWhat We Offer :
Competitive salary with uncapped commission & performance bonusesFast-track career progression – Clear pathways to leadership rolesIndustry-leading training & mentorship by experienced professionalsProfessional certification sponsorship to enhance your credentialsFlexible working arrangements to support work-life balanceExclusive travel incentives & recognition programsTell employers what skills you have
Wealth Management
Sponsorship
Leadership
Microsoft Excel
Financial Planning
Interpersonal Skills
Inventory
Investments
Wealth Accumulation
Wealth
Investment Management
Mentorship
Emotional Intelligence
Financial Advisory
Customer Service
Financial Services