Job description

The Opportunity

We are looking for driven and responsible Student Financial Advisors who are keen to gain real-world exposure in the financial services industry. This role is ideal for undergraduates who want to build strong foundations in financial planning, client communication, and advisory skills while studying.

What You’ll Do

• Learn the fundamentals of financial planning and advisory services

• Join senior advisors in preparing client presentations and financial reviews

• Participate in regular trainings & sharings from senior advisors/leaders

• Conduct basic research on financial products and market trends

• Participate in training sessions and joint client meetings

Who We’re Looking For

• Currently enrolled in an undergraduate program (any discipline welcome)

• Interest in financial planning, wealth management, or advisory roles

• Good communication and interpersonal skills

• Self-motivated, disciplined, and willing to learn

• Entrepreneur Mindset

What You’ll Gain

• Exposure to client-facing financial advisory work

• Structured training and mentorship from experienced advisors

• Development of communication, presentation, and analytical skills

• Flexible schedule to support academic and any other commitments

• Valuable industry experience to strengthen your resume

• Entrepreneurship experience