Wealth Management Trainee (Entry Level/Mid Career Switch)

Are you looking for a New sustainable career or mid career switch to explore better career opportunities?

Embark on an exciting career in wealth management with a leading financial services firm in the Central Region. As a Wealth Management Trainee, you will play a vital role in supporting our clients' financial goals and aspirations. This full-time position offers extensive training and development opportunities to help you become a successful wealth management professional.

What you'll be doing

• Client acquisition and servicing in delivering high-quality financial planning and investment advisory services to individual and corporate clients
• Conduct client research, profile analysis, and investment product research to identify suitable solutions
• Prepare comprehensive financial reports, proposals, and presentations for clients
• Liaise with internal teams and external partners to ensure seamless client service delivery
• Participate in ongoing training and professional development program to expand your knowledge and skills

Candidates must possess at least:

• A full certificate in GCE "A" Level,
• International Baccalaureate Diploma Qualification,
• Diploma awarded by a Polytechnic in Singapore, or any academic
• qualification which is equivalent to the above requirements.
• Singaporeans and Permanent Residents may apply (No Foreign Quota).

What we offer

• 1 - 1 Mentorship.
• Beginner's Training followed by Advanced level training in detailed manner by the best consultant.
• Strong and Structure System to grown you to be the best.
• We believe in supporting our employees' personal and professional development. You'll enjoy a competitive package **"Terms & Conditions apply. Commissions & Incentives are payable based on individual performance." opportunities for growth and advancement, and a supportive, inclusive vibrant work environment.

Apply now to become our next Wealth Manager and join our growing team!

Danny Susanto Organization

Approval code PFA13Jun25RN45.