Breakthrough Resources Pte. Ltd. – Wealth Planning Trainee

This position exposes you to the different disciplines of financial planning and advisory roles. We are earnestly looking for highly motivated individuals with a strong interest in knowing more about the financial industry. You will be offered exclusive structured training and various hands-on opportunities to put what you learn into practice.

Responsibilities

Analyse and manage client's financial portfolios

Assist with prospecting for new clients and management of current clients.

Develop and recommend comprehensive financial plans to help the clients achieve their financial goals 

Execute day to day activities including database management and client communication.

Execute administrative/marketing duties which include preparing reports, correspondence, phone calls, and other ad-hoc duties as assigned

What you need to have:

Possess a minimum Diploma/A-Levels and currently based in Singapore

Proficient in Microsoft Office/Google Workspace (Docs, Sheets, etc.)

Outcome-driven with a strong work ethic

Adaptive and effective communication skills to serve customers' needs

Benefits:

Earn a salary of $3000 and above upon signing on full time

Monthly allowance with sales commission

Opportunity to develop soft skills and network with financial professionals

Flexible work arrangement

*This is a full time position

Interns keen to be offered a full-time position/work on a long-term project basis are welcomed to apply.