jobs in Alpha Wealth Financial Advisers

Alpha Wealth Financial Advisers Hiring! Full Time Wealth Management Apprentice in - Ricebowl

Wealth Management Apprentice

Alpha Wealth Financial Advisers

Undisclosed

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

Key Responsibilities:

• Client coordination: Follow up with prospective clients to schedule initial financial review appointments

• Assist with brand social media scheduling and practice admin

• Attend agency training, weekly case studies, and strategy check-ins

• Prepare for and complete CMFAS licensing papers (RES5, M9, M9A, HI)


What You Get:

• 1-on-1 direct mentorship in advisory practice management

• 4 hours of PAID study time weekly built into your working hours

• 100% examination fee sponsorship for all CMFAS papers

• Clear career progression pathway to becoming a licensed Wealth Planner (RNF)


Requirements:

• 21 years old and above (MAS regulatory requirement)

• Singaporean / PR only

• Minimum Local Diploma or GCE 'A' Levels

• Confident and articulate phone communication skills

• Proactive, goal-driven, and coachable

Important Information

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