Client Wealth Advisory Associate

Kickstart your career in the financial services industry. You will gain hands-on experience in wealth planning, client advisory, and financial solutions while being guided by experienced mentors.

No prior experience is required — we provide structured training, mentorship, and support to help you build the knowledge and skills needed to become a qualified financial advisory professional. The experience gained in client engagement, financial planning, and relationship management will provide a strong foundation for your long-term career growth, with opportunities to progress into leadership roles.

Fresh graduates are welcome to apply!

We provide:

• Structured coaching to complete 4 basic certifications and relevant courses required for financial advisory duties
• Exposure to client financial planning processes and wealth advisory strategies
• On-the-job training through joint fieldwork sessions with experienced managers
• Mentorship and career development pathway with potential progression to managerial positions within 2 years
• Supportive environment with work-life balance

Job Responsibilities:

• Identify and engage potential clients to understand their financial needs
• Assist clients in wealth accumulation, protection, and financial planning solutions
• Build and maintain long-term relationships with clients
• Support clients throughout their financial planning journey

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Positive attitude and willingness to learn
• Strong communication and interpersonal skills
• Passionate about helping clients achieve their financial goals