Graduate Trainee Financial Advisors – Singapore

Initial Interviews will be conducted by telephone.

Interviews will be held in Singapore and the UK.

First Face to Face Interview Dates UK:

London:                        24th & 25th October 2016

Edinburgh:                   24th & 25th October 2016

York:                             26th October 2016

Second Interview Date:

York:                             27th & 28th October 2016

Start Date – Singapore:    9th January 2017

The Company

AAM Advisory Pte Ltd is a leading Singapore financial services group, who provide expert financial services and financial planning advice for expatriates in Singapore, expatriates not in Singapore and Singaporeans in Singapore. The company serves more than 4,000 clients and has over S$700 million under advisement.

Located at the hub of Singapore’s Central Business District in CapitaGreen, Raffles Place, AAM Advisory has a team of experienced professional financial services representatives, all of whom are MAS (Monetary Authority of Singapore) licensed. Every one of our financial planners boasts a wealth of knowledge and expertise in providing financial services to clients.

AAM Advisory is now part of Quilter (formerly Old Mutual Wealth), a leading wealth management business in the UK and Internationally.


The Role

  • contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises;
  • conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
  • analysing information and preparing plans best suited to individual clients’ requirements;
  • completing risk analyses;
  • arranging events and seminars
  • attending networking events
  • researching the marketplace and providing clients with information on new and existing products and services;
  • designing financial strategies;
  • assisting clients to make informed decisions;
  • researching information from various sources, including providers of financial products;
  • reviewing and responding to clients changing needs and financial circumstances;
  • promoting and selling financial products to meet given or negotiated sales targets;
  • keeping up to date with financial products and legislation;
  • producing financial reports;
  • contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
  • meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

During the first year, you will attend weekly training sessions to gain insight on all aspects of financial planning. This will include product, sales, administration, financial markets and systems training.

As a member of the AAM Academy, you will be expected to take and pass 6 regulatory exams in the first year with the assistance of office based training sessions and home study. You will also be mentored by one of AAM’s Directors or Senior Financial Planners.

There will be an initial 2 week, full time Induction Course commencing 9th January 2017.


Successful Candidates should:

  • Have a confident manner both face to face and via telephone as you will be contacting potential and current clients to arrange meetings.
  • Possess a degree. Preference given to Finance, Economics and Business degrees
  • Have Sales experience (advantage)
  • Have a clean credit history
  • Have No criminal record
  • At least 2 references from previous employers


Please send your CV to our Head of Sales Development, Matt Baker, at if you are interested.