Client Advisory & Business Development | Winter Programme

Job Summary Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-year students. Responsibilities • Observe live client appointments with practicing advisors to understand real advisory conversations and decision-making processes • Conduct client simulations to practice advisory conversations in a structured, supportive environment • Develop foundational skills in wealth accumulation, fund selection, and budgeting frameworks applied with clients • Utilize CRM and pipeline management tools to support client-facing activities and track progress • Complete personality and career-goals assessments (Enneagram/DISC) to evaluate personal fit for advisory roles • Engage in one-on-one mentorship sessions with advisors from diverse industry backgrounds • Prepare for and complete a sponsored professional qualification exam as a step toward certification Why this works if you're undecided: • Low-stakes : Two weeks to find out if client-facing work suits you, with a credential to show for it either way • Direct exposure to how an advisory business is actually built, not just the theory Required competencies and certifications • Minimum Local Polytechnic Diploma or equivalent • Minimum date of birth: March 2005 (to meet program eligibility) • Candidates must not require employment visa sponsorship now or in the future Other Information • Allowance and exam sponsorship are subject to Terms & Conditions