Associate Wealth Manager (Training & Mentorship Provided)

Most people think financial advisory is about selling products.At HFA Alliance, we believe it is about guiding people through life's financial decisions with clarity, strategy, and heart.

We are part of PhillipCapital, a global financial services group headquartered in Singapore with a presence in more than 15 countries.

Our mission is to humanize financial advice by helping individuals and families gain clarity over their finances and build long-term strategies that support their goals.

We are currently looking for individuals who want to build a meaningful career in wealth advisory and financial planning.

About the Role

This is a mentorship-driven career path where you will be trained to guide clients through important financial decisions across different stages of life.

From early financial planning to long-term wealth building, you will develop the skills to become a trusted advisor while building your own professional practice.

Key Responsibilities

• Guide clients in financial planning and goal setting
• Construct investment portfolios aligned with clients needs and risk profiles
• Advise on life, health, and asset protection strategies
• Provide insights on tax and estate planning fundamentals
• Build trusted, long-term relationships with clients
• Conduct periodic reviews to support clients financial goals

Why This Career Path

• This role offers the opportunity to build a long-term professional practice.
• Performance-based income with long-term recurring revenue potential
• Flexibility in managing your own schedule
• Structured mentorship from experienced financial professionals
• Access to a wide range of financial tools and investment platforms
• The opportunity to make a meaningful impact in people's financial lives

Who We Are Looking For

• We welcome individuals who:
• Are entrepreneurial and self-motivated
• Enjoy meeting people and building relationships
• Communicate with empathy and clarity
• Are committed to personal and professional growth

This opportunity is suitable for fresh graduates as well as mid-career professionals exploring a transition into wealth advisory.

Prior experience in finance is not required, as structured training and mentorship will be provided.

What You Will Receive

• Structured onboarding and professional training
• Mentorship from experienced advisors
• A supportive and values-driven team environment
• Clear pathways for growth and leadership
• Structured remuneration packages

Apply

• If you are looking to build a meaningful career with long-term growth and impact, we welcome you to apply and explore the opportunity with us