We are looking for motivated students or fresh graduates who are passionate about helping others achieve their financial goals. Join our 13-week Financial Advisory Mentorship Programme and gain hands-on experience in financial consulting, sales strategies, and client relationship management under the guidance of seasoned and successful Financial Advisors.
What You’ll Do:
Meet and engage clients to analyse and optimise their financial portfolios.
Present tailored financial strategies and solutions based on clients’ needs.
Set up appointments and follow-up with leads from personal networks or referrals.
Participate in weekly team training sessions and discussions on investment trends, client objections, and effective communication techniques.
What You’ll Learn:
Develop professional client communication and presentation skills.
Understand the organisation’s core financial products and how to match them to individual client needs.
Learn how to identify financial gaps and propose strategic solutions.
Gain insights into the financial advisory industry and compare models across competitors.
Cultivate leadership, advisory, and entrepreneurial mindsets.
Learn to interpret personalities and tailor communication styles effectively.
------------------------------------------------------------------------------------------------------------------------
Programme Structure:
Phase 1: Pre-Mentorship (Certification Phase)
Pass 4 mandatory certification exams: M9, M9A, RES5, and HI.
Exam fees and preparatory courses will be reimbursed by the company. (Exam fees and preparatory courses fully reimbursed upon passing.)
Phase 2: Mentorship Program (13 Weeks)
Two weekly learning sessions focused on client communication, product knowledge, and industry insights.
1-on-1 joint-fieldwork mentorship for your first 5 client meetings.
Group training and discussions on investments, case studies, and real-life applications.
Career and growth workshops covering leadership pathways and mindset development.
------------------------------------------------------------------------------------------------------------------------
Job Requirements:
Current university student or fresh graduate (no prior experience required).
Comfortable speaking with people and working in a team.
Must pass M9, M9A, RES5, and HI exams before commencing mentorship (exam support provided).
Interest in the financial advisory industry
What You Will Gain
A structured and supportive pathway into the financial advisory industry.
Real-world client exposure with personalised mentoring.
Skills in financial planning, sales, communication, and leadership.
Opportunity for long-term career advancement in financial services.
Kindly note that only shortlisted candidates will be notified.
Related Job Searches:
- Company:
Alpha Wealth Financial Advisors - Designation:
Financial Advisory Consultant - Profession:
Banking / Finance - Industry:
Finance