Trainee Financial Consultant - Singapore


Fully licensed in Singapore, our client is an innovative IFA firm with ambitious growth plans across SE Asia over the next 3 years.

We are a passionate group of intelligent and forward-looking financial advisers with an eye on the markets and the future. We want to be known as a trusted financial advisory firm in the region that provides winning solutions for clients.

We offer customized solutions crafted from our selected list of approved products from a number of major life insurance companies, as well as an extensive wealth of investment funds from our approved list of professional fund managers.

We diligently invest in our people, training and developing their competency, providing the best tools and platform, so that we can better serve our clients.


  • Develop new clientele by networking and prospecting to generate lists of potential client leads and attract new clients via telesales.
  • Sell various types of investments and insurance policies to businesses and individuals - Explain features, advantages and disadvantages of the various products.
  • Be a support function for your Wealth Manager to service existing client bank. Perform administrative tasks, such as maintaining records and handling existing policy queries.
  • Attend client meetings to gain direct exposure to the industry and support career progression into a consultant.


Candidates must have a degree qualification, business development / sales experience and previous exposure to financial services. This is a challenging and fast-paced role so candidates will need to be self motivated and determined to develop their career in private wealth management.


  • Associates will be offered SGD $2,500 / month with 1 year progression into an advisor.
  • Extensive training on platforms, products, sales and online materials including Foundation Training to Skillsets Development, Business Specialization to Management Training.
  • 10% gross commissions from each case which will be allocated as part of your business for when you progress into an consultant.
This summary has been prepared by Grad-Asia on behalf of our client and is intended as a guide only. Although every effort has been made to ensure this information is accurate, it is recommended to check all facts with the client directly.

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