全职 Wealth Management Apprentice 工作, 薪水, Alpha Wealth Financial Advisers 公司招聘中 - Ricebowl

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