Financial Sales Trainee (No experience/ Entry level)
Job Description
About the Role
Want to break into the financial sector? Join us as a Financial Consultant Trainee, where you’ll build strong foundations in financial planning, investment strategies, and client engagement. With our training, you will gain recognised certification in the financial industry.
What You’ll Learn & Do
- Support administrative and client servicing tasks
- Assist in preparing financial reports and presentations
- Learn wealth management and financial planning basics
- Receive mentorship from experienced professionals
Requirements
- Residing in Singapore (graduates & mid-career welcome)
- Diploma/Degree in any field (no finance experience needed)
- Interest in finance, sales, and people-focused work
- Motivated, adaptable, and eager to learn
Why Join Us?
- Full training and exam support provided
- Mentorship and career development guidance
- Clear career pathway to licensed consultancy
Next Steps
Apply with your resume and a short note on why you’re keen to explore this role. Shortlisted candidates will be contacted for interview.
Disclaimer:
This is a trainee role. During training, you will not perform regulated financial advisory or sales activities until CMFAS papers are passed and regulatory approval is obtained. Training will focus on learning, mentorship, and support tasks.
