Management Trainee/ Wealth Solutions Consultant
Summary
Build client relationships and deliver tailored wealth-management advice through structured training and mentorship in a financial-services startup.
Job Overview
We are looking for motivated individuals who are eager to begin or advance their career in the financial services and wealth advisory industry as a Management Trainee / Wealth Solutions Consultant.
This opportunity is designed for those who want to build a strong foundation in client advisory, financial planning, and wealth management. You will receive structured training, hands-on exposure, and continuous mentorship to support your professional growth and long-term career progression.
What You Will Gain
- A comprehensive 12-week structured training programme
- Personalised 1-to-1 mentorship from experienced industry professionals
- Clear and transparent career progression pathways
- A supportive, collaborative, and growth-focused team environment
- Flexible working arrangements to promote work-life balance
- Exposure to a wide range of clients and real market experiences
- Continuous learning, workshops, and development opportunities
Your Responsibilities
- Engage with clients to understand their financial goals and needs
- Support the development of tailored wealth and financial planning solutions
- Assist clients in reviewing and updating their financial strategies over time
- Build and maintain strong, long-term client relationships
- Manage existing client portfolios while identifying new opportunities
- Participate actively in training sessions and development programmes
- Ensure all advice and processes are aligned with regulatory and compliance standards
Who We Are Looking For
- Diploma, A-Level, or Degree holders from any field of study
- Strong interpersonal and communication skills
- Highly motivated with a willingness to learn and grow
- Responsible, organised, and proactive
- Able to work independently as well as in a team environment
- Must meet relevant regulatory or licensing requirements where applicable
What We Value
- A strong ambition and growth mindset
- Professionalism and attention to detail
- Interest in financial planning, consulting, or client-facing roles
Benefits & Perks
- Flexible work arrangements
- Structured onboarding and continuous training
- Clear career advancement opportunities
- Supportive and collaborative working culture