FINANCIAL ADVISORY TRAINEE [PPS2-001-04]

Company

EQUE PTE. LTD.

Location

singapore, singapore

Type

Full-time

            Key Responsibilities Kickstart your financial services career through a structured training programme designed to build real industry knowledge and practical skills 
Learn financial planning and advisory fundamentals through hands‑on assignments and guided mentorship from experienced advisors 
Conduct market research on financial products, investments, insurance, and wealth management solutions 
Assist in preparing clear and professional client reports, proposals, and supporting documentation 
Shadow experienced financial advisors on real client cases to build practical exposure and professional confidence 
Attend training sessions and workshops covering compliance, regulatory requirements, and industry best practices 
Support the organisation of client engagement activities, financial seminars, and community outreach initiatives 
Contribute to lead generation efforts and assist with client outreach and follow‑up ac...
        

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FINANCIAL ADVISORY TRAINEE [PPS2-001-04]

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