Job description

Overview: 

We are looking for motivated students or fresh graduates who are passionate about helping others achieve their financial goals. Join our 13-week Financial Advisory Mentorship Programme and gain hands-on experience in financial consulting, sales strategies, and client relationship management under the guidance of seasoned and successful Financial Advisors.

What You’ll Do:

• Meet and engage clients to analyse and optimise their financial portfolios.

• Present tailored financial strategies and solutions based on clients’ needs.

• Set up appointments and follow-up with leads from personal networks or referrals.

• Participate in weekly team training sessions and discussions on investment trends, client objections, and effective communication techniques.

What You’ll Learn:

• Develop professional client communication and presentation skills.

• Understand the organisation’s core financial products and how to match them to individual client needs.

• Learn how to identify financial gaps and propose strategic solutions.

• Gain insights into the financial advisory industry and compare models across competitors.

• Cultivate leadership, advisory, and entrepreneurial mindsets.

• Learn to interpret personalities and tailor communication styles effectively.

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Programme Structure: 

Phase 1: Pre-Mentorship (Certification Phase)

• Pass 4 mandatory certification exams: M9, M9A, RES5, and HI.

• Exam fees and preparatory courses will be reimbursed by the company. (Exam fees and preparatory courses fully reimbursed upon passing.)

Phase 2: Mentorship Program (13 Weeks)

• Two weekly learning sessions focused on client communication, product knowledge, and industry insights.

• 1-on-1 joint-fieldwork mentorship for your first 5 client meetings.

• Group training and discussions on investments, case studies, and real-life applications.

• Career and growth workshops covering leadership pathways and mindset development.

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Job Requirements: 

• Current university student or fresh graduate (no prior experience required).

• Comfortable speaking with people and working in a team.

• Must pass M9, M9A, RES5, and HI exams before commencing mentorship (exam support provided).

• Interest in the financial advisory industry 

What You Will Gain

• A structured and supportive pathway into the financial advisory industry.

• Real-world client exposure with personalised mentoring.

• Skills in financial planning, sales, communication, and leadership.

• Opportunity for long-term career advancement in financial services.