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A Career in Financial Advisory
3 weeks ago
Experience the thrill of a career in financial advisory. Our two-week program is your launchpad to explore a front-facing career that goes beyond conventional boundaries.
Program Highlights
- Exposure beyond textbooks: Develop skills through client simulation and appointment shadowing.
- Essential financial literacy: Learn about wealth accumulation, budgeting, fund selection, and more.
- Prospecting done right: Discover effective methods to connect with clients.
- Our edge as an agency: Uncover what sets us apart in a crowded industry.
Required Skills and Qualifications
We're looking for individuals with a strong foundation in finance and a passion for building relationships.
- SG/PR status (as per FAA-N13)
- Min. Local Polytechnic Diploma
Benefits
As part of our program, you'll gain valuable experience and skills that will set you up for success in your future endeavors.
- Mentorship from experienced advisors who value integrity and professionalism
- Hands-on experience with CRM systems and business pipelines
- Sharpen your skills in networking, problem-solving, and people engagement
- Grow your network through valuable industry connections
Why Choose Us?
We focus on building trust, delivering value, and showing you how a financial advisory career can be impactful, respected, and rewarding.
