Total 16 job vacancies by Apex Wealth Management Llp

Join us as a Paraplanner in a structured financial advisory environment where you will build a strong foundation in wealth planning, client advisory, and financial strategy support. This role is designed for individuals who are keen to develop a long-term career in the finance industry, with clear training and progression pathways towards client-facing and managerial positions.

No prior experience is required as structured training, coaching, and mentorship will be provided to support your professional development and certification journey.

Job Responsibilities

• Support client acquisition and onboarding processes
• Assist in wealth accumulation and protection planning
• Prepare and support financial planning recommendations and proposals
• Maintain and develop long-term client relationships
• Work closely with managers during advisory discussions and fieldwork sessions

We Provide

• Coaching and support to complete 4 basic certifications and required advisory classes
• Structured exposure to real financial planning processes with experienced managers
• On-the-job training through joint fieldwork sessions
• Mentorship programme with clear progression to managerial roles within 2 years
• Supportive environment with work-life balance

Requirements

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Detail-oriented with a strong sense of responsibility
• Positive attitude and willingness to learn
• Strong interest in financial planning and advisory work

Join us as a Work From Home Sales Consultant and enjoy the flexibility of building your career remotely while entering the finance industry. This role offers a clear pathway towards managerial positions while allowing you to maintain work-life balance.

No prior experience is required, as we provide full training, mentorship, and certification support. Gain valuable skills and experience that will strengthen your future career opportunities. Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required advisory classes
• Opportunities to participate in planning sessions with managers
• On-the-job training through guided fieldwork (virtual and in-person)
• Mentorship programme with progression to manager within 2 years
• Flexible work arrangement and work-life balance

Job Responsibilities:

• Client acquisition (online and offline)
• Assisting clients with wealth accumulation and protection
• Building long-term client relationships

Requirements:

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Self-motivated with a positive attitude and willingness to learn

Join us as a Part-Time Financial Associate and gain exposure to the finance industry while enjoying flexible working hours. This role provides an opportunity to build skills, earn income, and potentially progress into a full-time managerial career path.

No prior experience is required, as we provide training, mentorship, and guidance towards certification. The skills and experience gained will benefit your long-term career development. Fresh graduates and students are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required advisory classes
• Exposure to planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Mentorship and potential progression to manager within 2 years (full-time track)
• Flexible schedule and work-life balance

Job Responsibilities:

• Client acquisition
• Assisting clients with wealth accumulation and protection
• Building long-term relationships with clients

Requirements:

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Positive attitude and willingness to learn

Join us as a Wealth Management Consultant and gain an early advantage in the finance industry while progressing towards future managerial roles. Build a meaningful career where you can make a real difference. No prior experience is required, as we provide the necessary training and support to help you succeed.

You will receive structured training and mentorship to guide you towards certification. The soft skills and practical experience gained in this role will enhance your career development and open up greater opportunities in the future. Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning processes alongside managers
• On-the-job training through joint fieldwork sessions
• A structured programme with mentorship and a pathway to managerial positions within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assisting clients with wealth accumulation and protection planning
• Building long-term client relationships

Requirements:

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Positive attitude and willingness to learn

Join us as a Financial Wellness Consultant and get a head start in the finance industry while working towards future managerial opportunities. Build a rewarding career while making a positive impact on others. No prior experience is needed, as we provide full support and training.

You will be guided through structured training and mentorship to achieve your certifications. The soft skills and hands-on experience gained will strengthen your career path and create long-term value. Fresh graduates are encouraged to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Exposure to planning discussions with managers
• Hands-on training through joint fieldwork sessions
• A mentorship programme with progression to managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Supporting clients in financial wellness, including wealth accumulation and protection
• Building long-term relationships with clients

Requirements:

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Positive, willing-to-learn mindset

Join us as a Wealth Advisory Specialist and accelerate your journey in the finance industry while preparing for future leadership roles. Build a purposeful career and make a meaningful difference. No prior experience is required, as comprehensive training and support will be provided.

Through structured mentorship and training, you will be guided towards certification. The soft skills and real-world experience gained will enhance your professional growth and future opportunities. Fresh graduates are welcome to apply.

We provide:

• Guidance to complete 4 basic certifications and required financial advisory classes
• Opportunities to participate in planning sessions with managers
• Practical training through joint fieldwork
• A mentorship programme with progression to managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Advising clients on wealth accumulation and protection strategies
• Building and maintaining long-term client relationships

Requirements:

• Aged 21 and above
• Local Diploma, A’ Levels, or Degree in any discipline
• Positive attitude and eagerness to learn

Join us as a Financial Advisory Associate and get a head start in the finance industry, with a clear pathway towards future managerial positions. Build a meaningful career while making a difference in people’s lives.

No prior experience is required — we provide structured training, mentorship, and full support to help you get certified and succeed in this role. Along the way, you will develop valuable soft skills and gain real-world experience that will strengthen your career foundation and open up more opportunities in the future.

Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Structured mentorship with progression towards managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assist clients with wealth accumulation and protection planning
• Build long-term relationships with clients

Requirements:

• 21 years old and above
• Local Diploma, A’ Levels or Degree in any discipline
• Positive attitude and willingness to learn

Start your journey as a Financial Services Consultant and build a strong foundation in the finance industry, with a structured path towards management. Gain real experience while building a career that makes a difference.

With no prior experience required, you will be supported through training and mentorship to achieve the necessary certifications. Throughout the role, you will develop essential soft skills and practical experience that will enhance your career progression and future opportunities.

Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Structured mentorship with progression towards managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assist clients with wealth accumulation and protection planning
• Build long-term relationships with clients

Requirements:

• 21 years old and above
• Local Diploma, A’ Levels or Degree in any discipline
• Positive attitude and willingness to learn

Looking to build a career where you can grow, learn, and make an impact? Join us as a Client Advisory Executive and gain early exposure in the finance industry, with a pathway towards future managerial roles.

No experience? No problem — we provide full training, mentorship, and support to help you get certified. Along the way, you’ll build valuable soft skills and real-life experience that will benefit your long-term career development.

Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Structured mentorship with progression towards managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assist clients with wealth accumulation and protection planning
• Build long-term relationships with clients

Requirements:

• 21 years old and above
• Local Diploma, A’ Levels or Degree in any discipline
• Positive attitude and willingness to learn

Take your first step into the finance industry as a Financial Planning Consultant and build a career with a clear path towards leadership and managerial opportunities. Grow professionally while making a meaningful difference in people’s lives.

No prior experience is required as we provide comprehensive training and mentorship to support your certification journey. The skills and experience you gain will not only build your confidence but also add lasting value to your career and future growth.

Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning discussions with managers
• On-the-job training through joint fieldwork sessions
• Structured mentorship with progression towards managerial roles within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assist clients with wealth accumulation and protection planning
• Build long-term relationships with clients

Requirements:

• 21 years old and above
• Local Diploma, A’ Levels or Degree in any discipline
• Positive attitude and willingness to learn

Come join us as a Wealth Management Consultant and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you need to get you certified. The soft skills and experience gained in this role will add value to your career path and bring you further in life. Fresh graduates are welcomed to apply too!

We provide:

- Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties

- Invited to participate in the planning process with managers

- On the job trainings via joint-fieldwork sessions

- Programme allows mentorship and progression to manager within 2 years

- Work life balance

Job Responsibilities:

- Client acquisition

- Assist clients on wealth accumulation and protection

- Building long term relationships with clients

Requirements:

- 21 years and above

- Local Diploma, A’ levels or Degree in any discipline

- Positive attitude and willing to learn

Looking for a rewarding student life and get ahead of your peers in qualifications and experience?

We have internship programs specially catered for students in financial services and agency management:

• Industry-recognised certifications in the financial services industry
• Full training in financial services and management
• Opportunity to progress to agency management
• Direct mentorship from practitioners and industry leaders
• Rewarding allowances and iPads to support interns in the programme
• Overseas incentive trips

Requirements:

• 21 years old and above;
• Local Diploma or Full GCE ‘A’ level and above;
• Only for students studying in Singapore
• Singapore Citizens & Singapore PRs only

Want to accelerate your experience and stand out from your peers before graduation?

This career accelerator internship is specially designed for students interested in financial services and agency management:
• Industry-recognised certifications in the financial services industry
• Comprehensive training in financial services and management
• Opportunity to progress towards agency management
• Direct mentorship from practitioners and experienced industry leaders
• Allowances and iPad provided to support interns throughout the programme
• Overseas incentive trips

Requirements:
• 21 years old and above
• Local Diploma or Full GCE ‘A’ Level and above
• Currently studying in Singapore
• Singapore Citizens and PRs only

Looking to build your foundation in financial planning while developing leadership exposure at the same time?

This internship is specially structured for students who are keen on financial services and agency management:
• Industry-recognised certifications in the financial services industry
• Comprehensive training in financial services and management
• Opportunity to progress towards agency management
• Direct mentorship from practitioners and experienced industry leaders
• Allowances and iPad provided to support interns throughout the programme
• Overseas incentive trips

Requirements:
• 21 years old and above
• Local Diploma or Full GCE ‘A’ Level and above
• Currently studying in Singapore
• Singapore Citizens and PRs only

Looking to kickstart your career early and get ahead of your peers while still studying?

This career starter internship is specially designed for students interested in financial services and agency management:
• Industry-recognised certifications in the financial services industry
• Comprehensive training in financial services and management
• Opportunity to progress towards agency management
• Direct mentorship from practitioners and experienced industry leaders
• Allowances and iPad provided to support interns throughout the programme
• Overseas incentive trips

Requirements:
• 21 years old and above
• Local Diploma or Full GCE ‘A’ Level and above
• Currently studying in Singapore
• Singapore Citizens and PRs only