Management Trainee/ Wealth Solutions Consultant
4000 - 8000 SGDFull-time
FORT FINANCIAL PTE. LTD.
Job Overview
We are looking for motivated individuals who are eager to begin or advance their career in the financial services and wealth advisory industry as a Management Trainee / Wealth Solutions Consultant .
This opportunity is designed for those who want to build a strong foundation in client advisory, financial planning, and wealth management. You will receive structured training, hands-on exposure, and continuous mentorship to support your professional growth and long-term career progression.
What You Will Gain
- A comprehensive 12-week structured training programme
- Personalised 1-to-1 mentorship from experienced industry professionals
- Clear and transparent career progression pathways
- A supportive, collaborative, and growth-focused team environment
- Flexible working arrangements to promote work-life balance
- Exposure to a wide range of clients and real market experiences
- Continuous learning, workshops, and development opportunities
Your Responsibilities
- Engage with clients to understand their financial goals and needs
- Support the development of tailored wealth and financial planning solutions
- Assist clients in reviewing and updating their financial strategies over time
- Build and maintain strong, long-term client relationships
- Manage existing client portfolios while identifying new opportunities
- Participate actively in training sessions and development programmes
- Ensure all advice and processes are aligned with regulatory and compliance standards
Who We Are Looking For
- Diploma, A-Level, or Degree holders from any field of study
- Strong interpersonal and communication skills
- Highly motivated with a willingness to learn and grow
- Responsible, organised, and proactive
- Able to work independently as well as in a team environment
- Must meet relevant regulatory or licensing requirements where applicable
What We Value
- A strong ambition and growth mindset
- Professionalism and attention to detail
- Interest in financial planning, consulting, or client-facing roles
Benefits & Perks
- Flexible work arrangements
- Structured onboarding and continuous training
- Clear career advancement opportunities
- Supportive and collaborative working culture
Vacancy posted 8 days ago
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