What You Will Learn & Do

• Understand clients’ financial situations, goals, and priorities
• Assist in preparing structured financial plans for different life stages
• Support ongoing client reviews and portfolio adjustments

• Receive structured training and mentorship
• Learn how to present financial solutions with clarity and confidence using AI-assisted tools
  
  

Who We’re Looking For

No prior experience in finance is required. Training will be provided.

We’re looking for individuals who are:
✔ Minimum local diploma (all disciplines welcome)
✔ Curious about markets and investing
✔ 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 to a wide range of financial and investment solutions
• Strong mentorship, training, and development support
• Opportunity to build a meaningful, long-term career