If you enjoy analysing markets, breaking down financial decisions, and helping people grow their wealth responsibly, this role is designed for you.
As an Investment Advisory Partner, you’ll be trained to evaluate portfolios, design investment strategies, and advise clients using a structured, client-centric approach under Singapore’s largest independently owned financial advisory firm.
What You Will Learn & Do
Analyse client portfolios and identify gaps or inefficiencies
Learn the fundamentals of funds, asset allocation, risk profiling, and portfolio construction
Prepare tailored investment strategies based on client goals and timelines
Support clients through reviews, rebalancing, and ongoing financial guidance
Build long-term relationships through responsible, transparent advisory work
Guide clients through different market conditions
We are looking for individuals who are:
✔ Minimum local/private diploma (all fields are welcome)
✔ Curious about markets and investing (financial or investment experience not required)
✔ Driven to grow their professional competency
✔ Enjoy meeting new people and build relationships
Why Join Us?
Work within Singapore’s largest independently-owned financial advisory platform
Access a wide range of investment products and wealth solutions
Structured learning, guided mentorship, and clear career progression pathways
Real, measurable impact on clients’ financial well-being
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