Investment Management Trainee

3 days ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time
Roles & Responsibilities

Job Title : Investment Management Trainee


What do you think about a job that provides you with:

• Flexible hours. Have the freedom to plan your own work schedule

• The opportunity to engage in different levels of market.

• Achievable high income goals.

• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses.

• Personal development plans. Designed with considerations of your individual strengths and business needs.

• Fast career track into management role.

• Comprehensive training program on financial skills and concepts.

•Attractive commission and bonuses (depending on individual and team performance)

• We offer a competitive compensation package with attractive bonuses and incentive trips.


If you answered YES to these, then this is the RIGHT JOB for YOU


The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters.

Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.


Responsibilities

-Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.

-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

-Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

- Building long term relationships with our clients.

- Underwrite, analyze and close finance deals.


About You...

• Independent, driven and resourceful

• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed

• An interest or knowledge in business finance/management will be an added advantage

• A positive attitude and willingness to learn

•No experiences required as training will be provided

• English and Mandarin speaking preferred

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent


Monthly Salary :

$3000 - $8000


Tell employers what skills you have

Wealth Management
Training Management
Sales
Asset Management
Leadership
Derivatives
Teaching
Interpersonal Skills
Investment Management
Versatility
Bonds
Communication Skills
Team Player
Personal Development

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