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Management Trainee/ Wealth Solutions Consultant

Fort Financial Pte. Ltd.

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$4,000 – S$5,000/mo

Posted 9 Jul 2026

About this role

Job Overview We are looking for motivated individuals who are eager to begin or advance their career in the financial services and wealth advisory industry as a Management Trainee / Wealth Solutions Consultant . This opportunity is designed for those who want to build a strong foundation in client advisory, financial planning, and wealth management. You will receive structured training, hands-on exposure, and continuous mentorship to support your professional growth and long-term career progression. What You Will Gain A comprehensive 12-week structured training programme Personalised 1-to-1 mentorship from experienced industry professionals Clear and transparent career progression pathways A supportive, collaborative, and growth-focused team environment Flexible working arrangements to promote work-life balance Exposure to a wide range of clients and real market experiences Continuous learning, workshops, and development opportunities Your Responsibilities Engage with clients to understand their financial goals and needs Support the development of tailored wealth and financial planning solutions Assist clients in reviewing and updating their financial strategies over time Build and maintain strong, long-term client relationships Manage existing client portfolios while identifying new opportunities Participate actively in training sessions and development programmes Ensure all advice and processes are aligned with regulatory and compliance standards Who We Are Looking For Diploma, A-Level, or Degree holders from any field of study Strong interpersonal and communication skills Highly motivated with a willingness to learn and grow Responsible, organised, and proactive Able to work independently as well as in a team environment Must meet relevant regulatory or licensing requirements where applicable What We Value A strong ambition and growth mindset Professionalism and attention to detail Interest in financial planning, consulting, or client-facing roles Benefits & Perks Flexible work arrangements Structured onboarding and continuous training Clear career advancement opportunities Supportive and collaborative working culture

What they're looking for

Microsoft PowerPointTraining DevelopmentLong-term Customer RelationshipsWills

About Fort Financial Pte. Ltd.

Industry: Real estateSize: 100

Frequently asked questions

What does a Management Trainee/ Wealth Solutions Consultant at Fort Financial Pte. Ltd. do?

Job Overview We are looking for motivated individuals who are eager to begin or advance their career in the financial services and wealth advisory industry as a Management Trainee / Wealth Solutions Consultant . This opportunity is designed for those who want to build a strong foundation in client a…

What skills does this Management Trainee/ Wealth Solutions Consultant role need?

Key skills for this role include Microsoft PowerPoint, Training Development, Long-term Customer Relationships, Wills.

How much does a Management Trainee/ Wealth Solutions Consultant at Fort Financial Pte. Ltd. pay?

This role lists a salary of S$4,000 – S$5,000 per month.

Is this Management Trainee/ Wealth Solutions Consultant role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Management Trainee/ Wealth Solutions Consultant role?

You can apply directly on Fort Financial Pte. Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.