Job Description

A comprehensive training programme will be provided to assist shortlisted candidates. The training will develop core competencies in planning & formulating financial proposals for clients and the implementation of these proposals.

Build a rewarding and satisfying career that allows you every opportunity to realize your full potential. A high allowance on top of sales commission awaits candidates with the right pre-requisites.

We are seeking for individuals with a dynamic personality who is keen to take on leadership and management roles within the organization.

Selected candidates will be trained to build and nurture strong relationship with high net worth clients and the mass affluent.

As a Management Associate Trainee, your role is to serve clients in the areas including:

  • Legacy Planning
  • Portfolio Planning
  • Insurance Planning
  • Mortgage Planning
  • Investment Planning
  • Will & Trust Planning


  • A recognized Diploma/ Degree in any field
  • Being meticulous and with strong presentation skills
  • An ability to communicate with people at all levels
  • Strong integrity, enthusiastic, self-motivated and outgoing personality
  • Singaporeans only

Shortlisted candidates will be invited for an interview to assess your suitability for the role.