- Singapore
全职 Elite Graduate Programme (EGP) 2026 工作, 薪水, PFPFA 公司招聘中 - Ricebowl
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About the Job
Job Description
Program Overview
PFPFA’s Elite Graduate Program (EGP) is a structured graduate pathway designed for high-performing graduates who demonstrate intellectual rigor, leadership potential, and entrepreneurial drive.
Through this 36-month programme, participants will undergo structured training and gain exposure to financial advisory concepts within a holistic wealth management framework.
⸻
What You’ll Gain
• Exposure to firm-approved insurance solutions, product servicing, and collective investment schemes under the supervision of licensed Financial Adviser Representatives.
• Mentorship in estate planning concepts from senior practitioners.
• Leadership development through senior mentorship and structured projects.
• A focused cohort environment with high mentorship quality and accountability.
⸻
What You Will Do
• Support fact-finding and client financial needs analysis across areas such as savings, protection, investments, and retirement planning.
• Participate in client discussions and reviews alongside licensed Financial Adviser Representatives.
• Build strong relationships through networking, referrals, and client engagement.
• Develop skills in financial knowledge, communication, and business development.
• Ensure compliance by adhering to MAS regulations, company policies, and documentation standards.
⸻
Who We Are Looking For
• Recent graduates with a bachelor’s degree. Candidates from Finance, Accounting, Economics, Law, or Business disciplines will have an advantage.
• Less than 2 years of work experience.
• Willingness to obtain and maintain relevant regulatory certifications and licences (e.g. CMFAS Papers RES5, M9, M9A and Health Insurance papers) as required for appointment.
• Professional certifications such as ACCA, CFA, or equivalent will be advantageous.
• Strong analytical ability and learning agility.
• Comfortable working with numbers and applying structured problem-solving approaches.
⸻
Programme Disclaimer
This programme does not guarantee appointment, remuneration level, or career outcomes. Progression is merit-based and subject to regulatory approval where applicable.
Regulatory Notice
This programme is structured in alignment with applicable regulatory requirements. Activities involving financial advisory services are conducted in accordance with the Financial Advisers Act and relevant MAS Notices and Guidelines.
Participants are trainees under supervision and do not provide independent financial advice unless and until duly appointed and licensed. Appointment is subject to licensing, fit-and-proper assessment, and competency requirements.
Job Description
Program Overview
PFPFA’s Elite Graduate Program (EGP) is a structured graduate pathway designed for high-performing graduates who demonstrate intellectual rigor, leadership potential, and entrepreneurial drive.
Through this 36-month programme, participants will undergo structured training and gain exposure to financial advisory concepts within a holistic wealth management framework.
⸻
What You’ll Gain
• Exposure to firm-approved insurance solutions, product servicing, and collective investment schemes under the supervision of licensed Financial Adviser Representatives.
• Mentorship in estate planning concepts from senior practitioners.
• Leadership development through senior mentorship and structured projects.
• A focused cohort environment with high mentorship quality and accountability.
⸻
What You Will Do
• Support fact-finding and client financial needs analysis across areas such as savings, protection, investments, and retirement planning.
• Participate in client discussions and reviews alongside licensed Financial Adviser Representatives.
• Build strong relationships through networking, referrals, and client engagement.
• Develop skills in financial knowledge, communication, and business development.
• Ensure compliance by adhering to MAS regulations, company policies, and documentation standards.
⸻
Who We Are Looking For
• Recent graduates with a bachelor’s degree. Candidates from Finance, Accounting, Economics, Law, or Business disciplines will have an advantage.
• Less than 2 years of work experience.
• Willingness to obtain and maintain relevant regulatory certifications and licences (e.g. CMFAS Papers RES5, M9, M9A and Health Insurance papers) as required for appointment.
• Professional certifications such as ACCA, CFA, or equivalent will be advantageous.
• Strong analytical ability and learning agility.
• Comfortable working with numbers and applying structured problem-solving approaches.
⸻
Programme Disclaimer
This programme does not guarantee appointment, remuneration level, or career outcomes. Progression is merit-based and subject to regulatory approval where applicable.
Regulatory Notice
This programme is structured in alignment with applicable regulatory requirements. Activities involving financial advisory services are conducted in accordance with the Financial Advisers Act and relevant MAS Notices and Guidelines.
Participants are trainees under supervision and do not provide independent financial advice unless and until duly appointed and licensed. Appointment is subject to licensing, fit-and-proper assessment, and competency requirements.
重要安全守则
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