We are looking for motivated and driven individuals to join our Sales Management Trainee Programme, designed for those who aspire to build a long-term career in Wealth Management, Financial Advisory and Sales Leadership.
As a Sales Management Trainee, you will receive structured training and mentorship while gaining hands-on experience in financial planning, client management, business development and team leadership.
The role provides a clear career pathway towards becoming a Wealth Manager and eventually a Sales Manager / Financial Services Manager.
Key Responsibilities
Conduct financial needs analysis and understand clients' financial goals.
Provide holistic financial planning solutions covering protection, wealth accumulation, retirement and estate planning.
Build and maintain long-term relationships with clients.
Develop new business through referrals, networking, prospecting and relationship building.
Conduct client meetings, presentations and financial reviews.
Develop and manage your own sales pipeline and client portfolio.
Attend structured training and coaching sessions to develop financial advisory and sales skills.
Learn recruitment, coaching and team development skills.
Progressively take on leadership and management responsibilities.