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FINANCIAL ADVISORY TRAINEE [PPA2-001-05]

Company

EQUE PTE. LTD.

Location

singapore, singapore

Posted

July 06, 2026

Position Overview

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 outreac...

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