Relationship Manager Trainee (Financial Services) - Toa Payoh

Company Description

Backed by Manulife’s global presence and financial strength, our consultants have access to a wide suite of products and professional training, enabling them to serve clients with excellence and care.

Job Description

This is a full-time hybrid role for a Financial Services Advisor based in Singapore. As part of our team, you will be responsible for conducting financial and retirement planning, and providing expert advice on investments.

Daily responsibilities include:

• Understanding clients’ financial goals and needs
• Advising on suitable financial products and solutions
• Developing and reviewing comprehensive financial plans
• Supporting clients with retirement and investment strategies
• Regularly reviewing and adjusting plans as clients’ circumstances evolve

• Strong communication and interpersonal skills
• Ability to work independently and in a team environment
• Positive attitude with a drive for personal growth
• At least 21 years old (MAS requirement)
• Minimum: A-Level, Diploma, or equivalent qualification
• No prior financial advisory experience required — full training provided

(Relevant certifications such as CFP, CFA, CMFAS papers are a plus but not compulsory)

• Competitive commission & bonuses with uncapped earning potential
• Structured training, mentorship, and licensing support
• Clear career progression and leadership pathways
• Opportunities for incentive trips and recognition awards
• Hybrid flexibility: combine office support with work-from-home freedom
• Apply now to begin your career in financial advisory with Summit Planners Invictus (Manulife). Interviews happening next week only.