Client Advisory & Business Development | Winter Programme

Job Summary

Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-year students.

Responsibilities

Observe live client appointments with practicing advisors to understand real advisory conversations and decision-making processes

Conduct client simulations to practice advisory conversations in a structured, supportive environment

Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients

Utilize CRM and pipeline management tools to support client-facing activities and track progress

Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles

Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds

Prepare for and complete a sponsored professional qualification exam as a step toward certification

Why this works if you're undecided:
Low-stakes : Two weeks to find out if client-facing work suits you, with a credential to show for it either way

Direct exposure to how an advisory business is actually built, not just the theory

Required competencies and certifications

Minimum Local Polytechnic Diploma or equivalent

Minimum date of birth: March 2005 (to meet program eligibility)

Candidates must not require employment visa sponsorship now or in the future

Other Information

Allowance and exam sponsorship are subject to Terms & Conditions