Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
High ethical standards, client-centric mindset, and commitment to regulatory compliance in Singapore.
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Build and manage client relationships while developing leadership capabilities
Progress into a long-term career path as a professional advisor and future agency leader
The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship.
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