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Banking & Financial Services 🏢 Full Time ⭐️ Terverifikasi

Wealth Advisor (Management Trainee) - Investment & Retirement Planning

ProVision Wealth Advisory
Maritime Square, Central Region, Singapore
Salary Estimate
SGD 8.000 – SGD 12.000
Live Update
7 Juni 2026
Deadline
7 Jun 2027

job description

Are you looking to fast-track your career in the financial sector? ProVision Wealth Advisory is currently seeking highly motivated individuals to join our exclusive Management Trainee program as a Wealth Advisor. This role is designed for ambitious professionals who are passionate about financial planning, investment strategies, and helping clients achieve their long-term retirement goals.

As a Wealth Advisor trainee, you will benefit from comprehensive mentorship, structured training modules, and a collaborative environment that fosters professional growth. We empower our advisors with the tools and support needed to thrive in Singapore’s dynamic financial landscape. If you possess a strong entrepreneurial spirit and a desire for high-earning potential with the flexibility to manage your own schedule, we invite you to apply today.

Join a team where your performance is rewarded, and your professional development is our top priority. This is an excellent opportunity to build a robust portfolio and establish yourself as a trusted financial expert in the industry.

Responsibility

  • Develop and execute comprehensive financial and investment strategies tailored to client needs.
  • Provide expert advice on retirement planning, wealth accumulation, and risk management solutions.
  • Build and maintain long-term relationships with new and existing clients through proactive networking.
  • Conduct regular portfolio reviews to ensure alignment with changing market conditions and client goals.
  • Participate in continuous professional development and training workshops provided by the firm.
  • Collaborate with senior management to identify business growth opportunities and improve service delivery.
  • Maintain compliance with all regulatory standards and financial industry protocols in Singapore.

Qualifications

  • Singaporean citizen (mandatory requirement).
  • Diploma or Degree in Finance, Business, Economics, or a related field.
  • Strong interpersonal and communication skills with the ability to influence stakeholders.
  • Highly self-motivated, goal-oriented, and able to work independently.
  • A keen interest in global financial markets and investment trends.
  • Previous experience in sales, banking, or financial advisory is an advantage but not required.
  • Ability to demonstrate integrity, professionalism, and high ethical standards.

Required Skills

Wealth Management Financial Planning Investment Advisory Retirement Planning Portfolio Management Client Relationship Management Sales Financial Analysis

Ready to Take This Challenge?

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