Financial Advisor

We are seeking motivated individuals with a strong interest in the financial industry to join our team as Financial Advisors (Intern).

As an Intern, you will undergo comprehensive training and mentorship programs to develop the knowledge and skills necessary to provide financial guidance and investment advice to clients. This is an excellent opportunity to launch your career in finance and gain valuable experience in a dynamic and supportive environment.

**Responsibilities**:

- Participate in training and development programs: Engage in comprehensive training programs designed to provide you with a solid foundation in financial planning, investment strategies, and client relationship management. Learn about industry regulations, products, and market trends.
- Assist in client financial assessments: Collaborate with experienced Financial Advisors to gather and analyze clients' financial information, including income, expenses, assets, and liabilities. Gain insights into clients' financial goals and objectives.
- Learn to develop financial plans: Work closely with clients to understand the process of creating customized financial plans for them. Assist in evaluating their financial situations, identifying areas of improvement, and making recommendations for financial strategies.
- Shadow experienced advisors: Observe and learn from seasoned Financial Advisors during client meetings, presentations, and portfolio reviews. Gain exposure to client interactions, investment discussions, and financial planning techniques.
- Support client service activities: Assist in administrative tasks related to client account management, document preparation, and follow-up activities. Learn how to provide exceptional customer service and build strong relationships with clients.
- Stay updated on industry trends: Keep abreast of market developments, economic indicators, and regulatory changes that impact the financial industry. Read industry publications, attend webinars, and participate in continuing education opportunities.
- Develop financial knowledge and skills: Continuously enhance your financial knowledge by studying industry materials, attending internal training sessions, and pursuing relevant certifications. Work towards obtaining certifications such as Certified Financial Planner (CFP) to enhance your credibility and career prospects.

**What We Offer**:

- Basic Salary + Transport Allowance + CPF + Commission Payout + Retention Bonus
- Annual leave of 18 days
- Structured Training Program
- Health Insurance & Medical Benefits
- Express route to full fledged Financial Advisor status for qualified individuals
- Career Progression either via Sales or Management Route

Qualifications:

- Bachelor's degree in finance, economics, business, or a related field (or currently pursuing)
- Strong interest in the financial industry and a desire to build a career as a Financial Advisor
- Excellent communication and interpersonal skills
- Analytical mindset and problem-solving abilities
- Strong attention to detail and organizational skills
- Proficiency in MS Office Suite (Word, Excel, PowerPoint)
- High ethical standards and commitment to client confidentiality

If you are a motivated and enthusiastic individual looking to kickstart your career in finance as a Financial Advisor, we encourage you to apply. We offer a comprehensive training program, mentorship opportunities, and a supportive environment to help you succeed. Please submit your resume along with a cover letter expressing your interest in the role and why you believe you would be a good fit.

**Job Types**: Full-time, Permanent, Fresh graduate

**Salary**: $3,100.00 - $4,500.00 per month

**Benefits**:

- Health insurance
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Retention bonus
- Yearly bonus

**Education**:

- Local Polytechnic Diploma (required)

Work Location: One location