Working hours: 10am to 6pm (Monday to Friday)

Working location: Harbourfront Centre

Key Responsibilities:

• Learn financial planning and advisory fundamentals
• Assist in preparing client reports and documentation
• Join mentorship sessions with senior financial consultants
• Conduct market research on financial products
• Build foundational skills in insurance, investment, and wealth
• Attend training programs on compliance and regulatory topics
• Support in organizing client engagement activities
• Shadow experienced advisors on real client cases
• Explore tools used in portfolio analysis and financial planning
• Contribute to lead-generation efforts and follow-ups

Requirements:

• Minimum Diploma and above
• Interest in finance, investments, and financial advisory
• Driven, disciplined, and eager to learn from industry mentors
• Good interpersonal and presentation skills

EA Reg. Number: R21100629

EA License Number: 22C1278