Client Wealth Advisory Associate

Kickstart your career in the financial services industry. You will gain hands-on experience in wealth planning, client advisory, and financial solutions while being guided by experienced mentors. No prior experience is required — we provide structured training, mentorship, and support to help you build the knowledge and skills needed to become a qualified financial advisory professional. The experience gained in client engagement, financial planning, and relationship management will provide a strong foundation for your long-term career growth, with opportunities to progress into leadership roles. Fresh graduates are welcome to apply! We provide: Structured coaching to complete 4 basic certifications and relevant courses required for financial advisory duties Exposure to client financial planning processes and wealth advisory strategies On-the-job training through joint fieldwork sessions with experienced managers Mentorship and career development pathway with potential progression to managerial positions within 2 years Supportive environment with work-life balance Job Responsibilities: Identify and engage potential clients to understand their financial needs Assist clients in wealth accumulation, protection, and financial planning solutions Build and maintain long-term relationships with clients Support clients throughout their financial planning journey Requirements: Local Diploma, A’ Levels, or Degree in any discipline Positive attitude and willingness to learn Strong communication and interpersonal skills Passionate about helping clients achieve their financial goals