🌿 Back to all jobs
🥝 FINANCIAL ADVISORY TRAINEE [PPS2-001-04]
EQUE PTE. LTD. | singapore, Singapore | Posted June 07, 2026
Job Description
Key Responsibilities - Kickstart your financial services career through a structured training programme designed to build real industry knowledge and practical skills
- Learn financial planning and advisory fundamentals through hands‑on assignments and guided mentorship from experienced advisors
- Conduct market research on financial products, investments, insurance, and wealth management solutions
- Assist in preparing clear and professional client reports, proposals, and supporting documentation
- Shadow experienced financial advisors on real client cases to build practical exposure and professional confidence
- Attend training sessions and workshops covering compliance, regulatory requirements, and industry best practices
- Support the organisation of client engagement activities, financial seminars, and community outreach initiatives
- Contribute to lead generation efforts and assist with client outreach and follow‑up ac...