Wealth Management Trainee

Advisors' Powerhouse

Wealth Management Trainee

Advisors' Powerhouse


Job Nature: Permanent

Position Level: Entry Level

Job Category: Consulting , Customer Service, Sales Support/Coordination, Account Management

Qualification: Bachelor's / Honours

Salary: Login to view


Job responsibilities:

  • Client relationship management
  • Acquire, develop and maintain clients’ portfolio
  • Provide professional and comprehensive financial advisory services and financial planning solutions for individuals and corporate clients using a needs-based approach. Such services include risk management, investment, estate, tax and business planning
  • Keep abreast of the financial markets
  • Actively manage updates and reviews for clients
  • Selected candidate will be equipped with finance knowledge through meticulous coaching from our senior mentors to ensure a smooth career advancement in this fun & loving environment.

 

Upon completion of training, candidates would be given a 3-month time horizon to become full-fledged advisors. As careers progress, Candidate would be expected to complete accredited courses such as the Chartered Financial Consultant (ChFC) or Chartered Financial Analyst (CFA) to ensure that they are able to value add to the clients. 

 

Candidate would be assigned a Director to ensure a smooth learning curve and assimilation into the Leadership Career Path so as to promote to Manager.

 

Job requirements:

  • Min Local Diploma from any Local Government Polytechnic or Bachelor's Degree in any discipline.
  • Self-driven individual who thrives in a fast-paced environment
  • Possess strong interpersonal and communication skills
  • Willing to learn and never-say-die attitude
  • No experience required
  • Attractive compensation package and advancement for candidates with willingness to  pursue a consulting career with career progression, personal development, income growth and recognition
  • At least age 21 & above
Company Overview

Advisors' Powerhouse takes pride in bringing out the best of you and making sure that you are on track to achieve your goal. Our youthful and vibrant team aims to make a difference in your life through sincere & quality finance advisory work for our clients. Selected candidate will be equipped with finance knowledge through meticulous coaching from our senior mentors to ensure a smooth career advancement in this fun & loving environment.
... Learn More

View All Jobs