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 outreach and follow-up activities as required
Requirements:
Minimum Diploma and above
Interest in finance, investments, and financial advisory
Driven, disciplined, and eager to learn from industry mentors
Good interpersonal and presentation skills
EA License Number: 22C1278
Disclaimer: By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore's PDPA and used solely for recruitment purposes.
EQUE is a professional staffing and talent solutions firm dedicated to connecting businesses with capable, motivated individuals who can drive meaningful results. We believe that a candidate’s potential goes far beyond what is written on paper. By evaluating real competencies, attitude, adaptability, and cultural alignment, we identify talent who are genuinely able to perform and excel in the roles they take on.
Our services support companies in strengthening their hiring processes, improving workforce quality, and building resilient teams. We partner closely with employers to understand their operational priorities, challenges, and long-term vision, allowing us to recommend candidates who are not only qualified, but who can grow with the organization.
For job seekers, we provide guidance, feedback, and access to opportunities that align with their skills, career goals, and personal values. We aim to be more than just a placement agency — we support individuals throughout their career journey, helping them make informed decisions and secure meaningful employment.
At EQUE, we are committed to ethical practices, transparent communications, and long-term relationship building. Our goal is to create a recruitment experience that is reliable, efficient, and focused on quality results. Whether we are helping companies hire stronger or supporting candidates in achieving their next breakthrough, EQUE remains driven by one purpose: bridging the gap between talent and opportunity.