- River Valley Central Region (Singapore) Singapore
Kerja Client Advisory - Business Development | Winter Programme, Gaji tinggi SGD 1,000 di THE CREDENCE ORGANIZATION Central Region (Singapore) - Maukerja
Client Advisory - Business Development | Winter Programme
THE CREDENCE ORGANIZATION
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Job Summary
Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-year students.
Responsibilities
Observe live client appointments with practicing advisors to understand real advisory conversations and decision-making processes
Conduct client simulations to practice advisory conversations in a structured, supportive environment
Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients
Utilize CRM and pipeline management tools to support client-facing activities and track progress
Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles
Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds
Prepare for and complete a sponsored professional qualification exam as a step toward certification
Why this works if you're undecided:
Low-stakes : Two weeks to find out if client-facing work suits you, with a credential to show for it either way
Direct exposure to how an advisory business is actually built, not just the theory
Required competencies and certifications
Minimum Local Polytechnic Diploma or equivalent
Minimum date of birth: March 2005 (to meet program eligibility)
Candidates must not require employment visa sponsorship now or in the future
Other Information
Allowance and exam sponsorship are subject to Terms & Conditions
Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-year students.
Responsibilities
Observe live client appointments with practicing advisors to understand real advisory conversations and decision-making processes
Conduct client simulations to practice advisory conversations in a structured, supportive environment
Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients
Utilize CRM and pipeline management tools to support client-facing activities and track progress
Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles
Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds
Prepare for and complete a sponsored professional qualification exam as a step toward certification
Why this works if you're undecided:
Low-stakes : Two weeks to find out if client-facing work suits you, with a credential to show for it either way
Direct exposure to how an advisory business is actually built, not just the theory
Required competencies and certifications
Minimum Local Polytechnic Diploma or equivalent
Minimum date of birth: March 2005 (to meet program eligibility)
Candidates must not require employment visa sponsorship now or in the future
Other Information
Allowance and exam sponsorship are subject to Terms & Conditions
Peringatan Penting
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