- Singapore
Working Location
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
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.