Sales & Financial Advisory Associate (Graduate Development Programme)

Programme Duration: 6 Months Experience Level: Entry Level

Company Overview

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

The organisation offers a six-month career development programme combining functional business experience with sales and financial advisory training.

Participants will have opportunities to develop essential business skills, gain industry knowledge and explore long-term career pathways within the financial services sector.

Role Overview

We are looking for motivated and personable individuals to join the Sales & Financial Advisory Development Programme.

During this six-month phase, you will receive structured training in sales, client engagement, financial advisory concepts and relationship management.

You will gain 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.

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 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 client interactions.

Requirements

• Diploma or Degree in Business, Finance, Marketing, Economics or a related discipline preferred.
• Entry-level candidates are welcome to apply.
• Strong interpersonal and communication skills.
• Interest in sales, financial services and relationship management.
• Confident in engaging with clients and building professional relationships.
• Self-motivated, 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.

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

• Develop practical sales, financial advisory and client relationship management skills.
• Gain access to structured mentorship, professional training and lead generation resources.
• Explore longer-term career opportunities within sales and financial advisory.
• Participants who demonstrate strong performance during the initial functional training phase 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.