Sales & Financial Advisory Associate (Mid-Career Programme)

Programme Duration: 6 Months

Experience Level: Career switchers; previous experience in this function is not required.

Company Overview

Our client is an established organisation within the financial services industry, committed to developing professionals through structured training, mentorship and practical business exposure.

The six-month programme supports mid-career professionals seeking to apply their existing experience while developing new capabilities in sales, financial advisory and client relationship management.

Participants will have opportunities to strengthen their commercial skills, gain industry knowledge and explore long-term career pathways within financial services.

Role Overview

We are looking for motivated and personable professionals seeking a career transition to join as a Sales & Financial Advisory Associate under the Mid-Career Programme.

Throughout the six-month programme, you will receive structured training in sales, client engagement, financial advisory concepts and relationship management.

You will build on transferable skills from your previous roles while gaining practical exposure to understanding client needs, presenting financial solutions, building professional relationships and developing business opportunities.

Participants will have access to mentorship, training resources and lead generation support.

Key Responsibilities

Sales & Client Engagement

• Engage with prospective clients through provided leads, referrals and business development activities.
• Build and maintain professional relationships with clients and prospects.
• Understand client financial goals, priorities and requirements.
• Arrange and conduct client meetings under appropriate supervision and authorisation.
• Present relevant financial solutions in accordance with applicable regulatory requirements.
• Follow up with clients and maintain accurate engagement records.
• Apply relevant communication, customer service and relationship management skills from previous roles to support client engagement.

Business Development & Performance

• Develop and maintain a pipeline of prospective clients.
• Participate in lead generation and networking activities.
• Track sales activities, client appointments and performance indicators.
• Work towards agreed sales and business development targets.
• Collaborate with mentors and team members to improve sales strategies and client engagement.

Professional Training & Development

• Participate in structured sales and financial advisory training.
• Complete the required examinations and fulfil applicable regulatory requirements before undertaking regulated advisory activities.
• Attend coaching, product knowledge and professional development sessions.
• Develop presentation, negotiation, communication and relationship management skills.
• Apply financial planning concepts and ethical advisory practices in authorised client interactions.

Requirements

• Prior professional experience in any industry, with an interest in transitioning into sales and financial advisory.
• Diploma or Degree in Business, Finance, Marketing, Economics or a related discipline preferred. Candidates with other qualifications and relevant transferable skills are welcome to apply, subject to applicable regulatory entry requirements.
• Previous financial advisory experience is not required; a willingness to learn and apply new knowledge is essential.
• Strong interpersonal and communication skills.
• Interest in financial services, client engagement and relationship management.
• Comfortable engaging with clients and building professional relationships.
• Self-motivated, adaptable, goal-oriented and receptive to feedback.
• Willingness to complete the required professional examinations and training.
• Comfortable working towards performance-based targets.
• Ability to maintain professional conduct and confidentiality when handling client information.
• Willingness to commit to the full six-month programme.

Remuneration & Development Pathways

Participants may explore two remuneration pathways, subject to eligibility and programme terms.

Option 1: Full Commission Pathway

• Commission-based remuneration tied to eligible sales performance.
• Opportunity to develop an independent client portfolio.
• Earnings depend on individual performance and the applicable commission structure.

Option 2: Conditional Allowance Scheme

• Monthly allowance of up to $3,000, subject to meeting specified performance requirements.
• Progressive monthly performance targets apply.
• Lead generation support and training resources are provided.
• Allowance eligibility, performance assessment and any repayment obligations are governed by the programme agreement.
• Full details of the remuneration arrangements will be explained before participants select a pathway.

Career Development Opportunities

• Build on existing professional experience while developing practical sales and financial advisory skills.
• Strengthen client relationship management, negotiation and business development capabilities.
• Gain access to structured mentorship, professional training and lead generation resources.
• Explore longer-term career opportunities within sales and financial advisory.
• Where the programme includes an initial functional training phase, participants who demonstrate strong performance may also be considered for opportunities in their respective business functions after completing the six-month programme, subject to role availability and business requirements.

Only shortlisted candidates will be contacted.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to recruitSG’s PDPA and e2i’s PDPA.