EQUE PTE. LTD. is seeking an entry-level Financial Trainee in Singapore to support financial planning and advisory functions. The role offers mentorship and training opportunities, ideal for candidates passionate about finance and eager to develop their skills
Job Summary
This entry-level role provides foundational experience in financial planning, insurance, investment, and wealth management through hands-on tasks and mentorship.
The trainee will participate in training programs on compliance and regulatory topics and support client engagement activities to build practical skills.
Candidates will have opportunities to shadow experienced advisors and contribute to lead-generation efforts while working in a structured learning environment.
Matching Summary
Match Score: 85
EQUE PTE. LTD. is seeking an entry-level Financial Trainee in Singapore to support financial planning and advisory functions. The role offers mentorship and training opportunities, ideal for candidates passionate about finance and eager to develop their skills.
Salary
SGD 3,500 - 5,000 / Monthly
Skills & Requirements
Must-have
financial planning and advisory fundamentals
preparing client reports and documentation
mentorship sessions with senior consultants
market research on financial products
training on compliance and regulatory topics
supporting client engagement activities
portfolio analysis and financial planning tools
Nice-to-have
driven and eager to learn
good interpersonal skills
presentation skills
shadowing experienced advisors
joining training programs
contributing to lead-generation efforts
Key Requirements
Minimum Diploma and above
Interest in finance, investments, and financial advisory