Financial Advisor Associate/Trainee
Singapore
Listed on 2026-08-30
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Analyst
Company Description
RTP Organisation is a group of authorized representatives of AIA Singapore Private Limited (Reg. No. R) focused on delivering comprehensive financial services and solutions. Guided by the vision of enriching lives and realizing dreams, RTP aims to grow its business through efficient use of resources and strong collaborative synergy. The organization offers insurance, financial planning, wealth management, and business solutions to individuals, young professionals, families, and business owners.
RTP invests heavily in training, support, and development for its Financial Services Consultants through experienced Financial Services Directors.
The Financial Advisor Associate/Trainee role is a full-time position based in Singapore with a hybrid work arrangement, allowing a mix of in-office and work-from-home days. This role involves meeting clients to understand their financial goals and needs, conducting financial reviews, and recommending appropriate insurance and financial planning solutions. Day-to-day tasks include preparing financial plans, analyzing client portfolios, supporting retirement and investment strategies, and ensuring ongoing client servicing and follow-up.
The associate/trainee will participate in training programs, mentoring sessions, and team meetings to develop advisory skills and product knowledge. The role also includes maintaining accurate records, adhering to regulatory requirements, and contributing to business development activities such as networking and client acquisition.
- Strong communication and interpersonal skills to build trust with clients and present complex financial information clearly.
- High level of integrity, professionalism, and commitment to ethical financial advice.
- Ability to work both independently and collaboratively in a team-oriented environment.
- Diploma or degree in Finance, Business, Economics, or a related field is advantageous; relevant certifications (e.g., CMFAS) are a plus.
- Interest in developing a long-term career in financial services and openness to continuous learning and training.
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