If you enjoy analysing markets, breaking down financial decisions, and helping people grow their wealth responsibly, this role is designed for you.

What You Will Learn & Do

• Analyse client portfolios and identify gaps or inefficiencies

• Learn the fundamentals of funds, asset allocation, risk profiling, and portfolio construction

• Prepare tailored investment strategies based on client goals and timelines

• Support clients through reviews, rebalancing, and ongoing financial guidance

• Build long-term relationships through responsible, transparent advisory work

• Guide clients through different market conditions

We are looking for individuals who are:
✔ Minimum local/private diploma (all fields are welcome)
✔ Curious about markets and investing (financial or investment experience not required)
✔ Driven to grow their professional competency
✔ Enjoy meeting new people and build relationships

Why Join Us?

• Work within Singapore’s largest independently-owned financial advisory platform

• Access a wide range of investment products and wealth solutions

• Structured learning, guided mentorship, and clear career progression pathways

• Real, measurable impact on clients’ financial well-being