- Singapore
全职 Management Trainee (Financial Advisory Practice Builder) 工作, 薪水 up to SGD 8,000, WONG YONG KEE 公司招聘中 - Ricebowl
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工作地点
职位描述
岗位职责
Employment type:
Full-time |
Seniority:
Fresh/entry level |
Category:
Banking and Finance / Insurance
About the role
This isn't a traditional sales job. Our Management Trainee programme trains you to build and run your own financial advisory practice on AIA's platform. Over 24 months you'll learn how to advise individuals, families, and business owners on protection, investments, retirement, and legacy planning, and you'll build a client base that belongs to your practice.
If you're drawn to wealth management, portfolio thinking, or running your own business one day, this programme gives you structured training, mentorship, and real client work from the start.
What you'll do
Complete structured training and the required MAS licensing exams (CMFAS), with study support provided
Learn financial needs analysis, investment-linked and portfolio conversations, and retirement and legacy planning
Build and manage your own client relationships, first with guidance and then on your own
Take part in workshops, corporate wellness (AIA WorkWell) engagements, and community events
Track your own growth metrics with a mentor who meets you every week
Grow toward leadership, with an option to build and lead your own team later
What we offer
A structured 24-month sales and management development path with clear milestones
One-to-one mentorship and a peer cohort
Sponsored licensing exams and ongoing professional training
Income that grows with your practice, on top of the training allowance above
Flexible working once you've completed your foundation training
Access to AIA's products, tools, and brand
Requirements
At least 21 years old, in line with MAS requirements for appointed financial adviser representatives
A full Diploma or higher (degree holders welcome), in line with MAS minimum academic requirements
Able to pass the MAS fit-and-proper assessment and the CMFAS licensing exams
Curious about finance and people, and comfortable starting conversations
Self-driven, coachable, and willing to put in consistent effort in the first 12 months
Fresh graduates, career switchers, and NSmen who have just finished NS are welcome
Who to apply
"What would you want your career to look like in five years not not be a variable when times are bad or be replaced."
Vision
To be the multi-versatile brand of new human-centric practices for capital succession business models in estate planning-10X.
Mission
To innovate traditional product business model, recalibrating from portfolio enhancements to customer-centric outcomes- our core practices.
Sp-ACEFINX is an authorised representatiove of AIA Singapore Pte Ltd (UEN: 201106386R)
Full-time |
Seniority:
Fresh/entry level |
Category:
Banking and Finance / Insurance
About the role
This isn't a traditional sales job. Our Management Trainee programme trains you to build and run your own financial advisory practice on AIA's platform. Over 24 months you'll learn how to advise individuals, families, and business owners on protection, investments, retirement, and legacy planning, and you'll build a client base that belongs to your practice.
If you're drawn to wealth management, portfolio thinking, or running your own business one day, this programme gives you structured training, mentorship, and real client work from the start.
What you'll do
Complete structured training and the required MAS licensing exams (CMFAS), with study support provided
Learn financial needs analysis, investment-linked and portfolio conversations, and retirement and legacy planning
Build and manage your own client relationships, first with guidance and then on your own
Take part in workshops, corporate wellness (AIA WorkWell) engagements, and community events
Track your own growth metrics with a mentor who meets you every week
Grow toward leadership, with an option to build and lead your own team later
What we offer
A structured 24-month sales and management development path with clear milestones
One-to-one mentorship and a peer cohort
Sponsored licensing exams and ongoing professional training
Income that grows with your practice, on top of the training allowance above
Flexible working once you've completed your foundation training
Access to AIA's products, tools, and brand
Requirements
At least 21 years old, in line with MAS requirements for appointed financial adviser representatives
A full Diploma or higher (degree holders welcome), in line with MAS minimum academic requirements
Able to pass the MAS fit-and-proper assessment and the CMFAS licensing exams
Curious about finance and people, and comfortable starting conversations
Self-driven, coachable, and willing to put in consistent effort in the first 12 months
Fresh graduates, career switchers, and NSmen who have just finished NS are welcome
Who to apply
"What would you want your career to look like in five years not not be a variable when times are bad or be replaced."
- Mid Career changers
- Undergrads
- Fresh Grads
- Back to Work mums
- Experienced Financial Advisors
Vision
To be the multi-versatile brand of new human-centric practices for capital succession business models in estate planning-10X.
Mission
To innovate traditional product business model, recalibrating from portfolio enhancements to customer-centric outcomes- our core practices.
Sp-ACEFINX is an authorised representatiove of AIA Singapore Pte Ltd (UEN: 201106386R)
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