Career Progression for Fresh Graduates

As a graduate fresh out of university, you will start off as a consultant with our Independent Financial Advisory department.

 

Relevant certifications

You will need a license to practise as a Financial Advisory Consultant, obtainable upon clearing the Capital Markets &/or Financial Advisory Services examination.

 

Comprehensive mentoring and training programme

All new advisers are also assigned to a manager, who will also be your mentor. You will undergo a comprehensive two-week in-house training programme, followed by 90 days in the field, shadowing and participating in joint-work with your manager. This is part of our skills-building exercise where new advisers are given ample opportunities to put their skills to the test in real life. Weekly case reviews with your manager ensure that you receive insightful and relevant guidance to help you grow in expertise and experience.

 

Continuing education and industry sharing

You’ll get to attend weekly case study workshops, where new concepts, products and services will be discussed to keep you updated of the latest tax and legislatory changes impacting the industry. Various financial planning scenarios are also presented for analysis and discussion at these workshops to encourage continuous learning across all advisory teams.

We strongly encourage our advisers to stay relevant and updated through attending industry conferences and upgrading their professional qualifications by pursuing external courses such as the Chartered Financial Consultant (ChFC) certification.

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