Join the Team | Life with Us | Financial Advisory Singapore

Life at
Our Team

Take a look behind the scenes to see the people, values, and culture that shape our team. From celebrations and community events to milestones, these stories show the heart of what we do.

The Advisory Journey

01

Exploration

A discovery phase to understand the role, industry, and alignment with your values, goals, and strengths—no commitment, just clarity.

02

Induction

An introductory stage where you learn the fundamentals of financial advisory, expectations, and mindset needed to start the journey confidently.

03

Onboarding

Structured training, mentorship, and hands-on exposure to equip you with the skills, systems, and support to serve clients professionally.

04

Licensed

Upon completion and licensing, you begin your advisory career fully equipped to advise clients, build your practice, and grow with confidence.

Types of Training

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NSF Training

Designed for NSFs who have yet to ORD, offering early exposure and structured guidance while serving.

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Fresh Graduate Training

Tailored for newly graduated individuals,

supporting a smooth transition from campus to a professional career.

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Student Training

For individuals currently studying, providing foundational knowledge and flexible learning alongside academic commitments.

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Mid-Career Switch Training

For working professionals exploring a career change, offering clarity and insights into the advisory profession before making a transition.

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Milestones

2024 IDA Conference Speaker

In 2024, I was honoured to be selected to speak on the International Chinese Conference stage, sharing my journey in advisory and team building with nearly 3,000 practitioners worldwide. It was a truly memorable moment and something I never imagined myself doing on such a big stage.