FINANCIAL ADVISORY TRAINEE [PPA2-001-05]

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...