(RL) Wealth Trainee

2 months ago


Singapore EQUE PTE. LTD. Full time
Roles & Responsibilities

Working location: Alexandra

Working hours: 10am to 5pm (Mon to Fri)


JOB DESCRIPTION

· Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management

· Study financial markets, investment products, and industry regulations to stay informed and up-to-date

· Shadow experienced wealth managers and financial advisors to observe client interactions and wealth management strategies

· Assist in building and maintaining relationships with clients by providing excellent customer service and support

· Communicate with clients to understand their financial goals, objectives, and risk tolerance

· Collaborate with wealth managers to develop personalized financial plans and investment strategies for clients

· Analyze clients' financial situations, including income, expenses, assets, and liabilities

· Assist in preparing financial reports, projections, and analyses to support decision-making

· Learn to assess investment opportunities and recommend suitable investment options based on clients' objectives and risk profiles

· Learn about company’s products, estate planning, and tax strategies to help clients preserve and grow their wealth


JOB REQUIREMENTS

· Diploma and above

· Excellent communication and interpersonal skills

· Analytical mindset with attention to detail

· Ability to work well in a team environment


EA Reg. Number: R21100629

EA License Number: 22C1278


Tell employers what skills you have

Wealth Management
Investment Strategies
Tolerance
Investment Analysis
Interpersonal Skills
Tax
Wealth
Investment Management
Attention to Detail
Investment Reporting
Estate Planning
investment portfolio
Customer Service
Business Development

  • Singapore Ying Tai Full time

    *Overview:* Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills. *Key Responsibilities:* 1. Participate in a structured training program to learn about our...


  • Singapore Ying Tai Full time

    *Overview:*Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills. *Key Responsibilities:*1. Participate in a structured training program to learn about our products,...


  • Singapore Ying Tai Full time

    *Overview:*Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills. *Key Responsibilities:*1. Participate in a structured training program to learn about our products,...


  • Singapore Ying Tai Full time

    *Overview:* Join our team as a Sales Management Trainee and kickstart your career as a Wealth Relationship Manager. This role offers hands-on training in sales techniques, customer relationship management, knowledge to financial industry and leadership skills. *Key Responsibilities:* 1. Participate in a structured training program to learn about our...

  • Wealth Trainee

    2 months ago


    Singapore EQUE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION· Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management· Study financial markets, investment products, and industry regulations to stay informed and up-to-date· Shadow experienced wealth managers and financial advisors to observe client interactions and wealth...

  • Management Trainee

    1 week ago


    Singapore Ying Tai Full time

    *Overview:* Join our team as a Management Trainee and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management. *Key Responsibilities:* 1. Participate in a structured training program to learn about our products, sales...

  • Management Trainee

    4 days ago


    Singapore Ying Tai Full time

    *Overview:*Join our team as a Management Trainee and kickstart your career in sales. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.*Key Responsibilities:*1. Participate in a structured training program to learn about our products, sales...


  • Singapore Ignite Advisory Full time

    Description:The Junior Investment Trainee helps to monitor client's portfolio on a daily basis and advise clients on investments.Sales and advise potential clients on investment funds, insurance, Wills & Trust, Estate Planning, Legacy Planning and other wealth management issues.Working hand in hand with the Fund House Managers. There will be training...


  • Singapore Ignite Advisory Full time

    Description:The Junior Investment Trainee helps to monitor client's portfolio on a daily basis and advise clients on investments.Sales and advise potential clients on investment funds, insurance, Wills & Trust, Estate Planning, Legacy Planning and other wealth management issues.Working hand in hand with the Fund House Managers. There will be training cater...


  • Singapore Starr Wealth Advisory Full time

    This Internship provides an opportunity for tertiary students to be coached to operate in the real business environment. Trainees will be given wide exposure to the financial services sector, and will benefit from the various skills and capabilities development through on-the-job training and working closely with the team where they will assist in various...


  • Singapore Starr Wealth Advisory Full time

    This Internship provides an opportunity for tertiary students to be coached to operate in the real business environment. Trainees will be given wide exposure to the financial services sector, and will benefit from the various skills and capabilities development through on-the-job training and working closely with the team where they will assist in various...


  • Singapore Starr Wealth Advisory Full time

    This Internship provides an opportunity for tertiary students to be coached to operate in the real business environment. Trainees will be given wide exposure to the financial services sector, and will benefit from the various skills and capabilities development through on-the-job training and working closely with the team where they will assist in various...


  • Singapore Starr Wealth Advisory Full time

    This Internship provides an opportunity for tertiary students to be coached to operate in the real business environment. Trainees will be given wide exposure to the financial services sector, and will benefit from the various skills and capabilities development through on-the-job training and working closely with the team where they will assist in various...

  • Kyc Graduate Trainee

    2 weeks ago


    Singapore LGT Gruppe Holding AG Full time

    Category Graduates/Trainees Workload Full Time ( 80%) Posted on27 May 2024***:LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of eperience in the management of sizeable sums of assets.Your challenge*:In your future...

  • Management Associate

    2 weeks ago


    Singapore SG JOB BOT PTE. LTD. Full time

    Roles & Responsibilities1. Apply via 2. Join this telegram channel for the latest jobs Job title: Management Associate Location: Taste Orchard 160 Orchard Road S238842 Working hours: 4 days 6 hours a day Salary: $ /month Description: Warabimochi Kamakura Management TraineeCutting of WarabimochiBeverage MakingCustomer ServiceBasic Housekeeping Preference:...


  • Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    Job Highlights: Comprehensive Training Programme Provided Established Business Channel for new to industry Overseas incentive trips and Attractive career prospects Handle financial product, data and queries。 Learn and understand various financial products Provide recommendation to help clients meet their financial goals and needs Review financial...

  • Graduate Trainee

    4 weeks ago


    Singapore EQUE PTE. LTD. Full time

    Roles & ResponsibilitiesJOB DESCRIPTION· Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management· Study financial markets, investment products, and industry regulations to stay informed and up-to-date· Shadow experienced wealth managers and financial advisors to observe client interactions and wealth...

  • Management Trainee

    4 weeks ago


    Singapore FAR EAST PACKAGING INDUSTRIAL PTE. LTD. Full time

    Roles & Responsibilities Handle day to day operations. Familiarise and oversee daily outlet functions and operations Assist manager in people management, manpower planning and outlet branch operations Monitor attendance of the workers. To carry out inspections of the facilities to identify and resolve issues. Monitor equipment inventory and place...

  • Management Trainee

    2 weeks ago


    Singapore ATO Partners Pte Ltd Full time

    We believe strongly in bringing out the best in our hires, and also to provide an enriching experience during their stint with our Company.Title of Position: Management AssociatesJob Description and Responsibilities:Client acquisition through agency events, Digital Marketing, Social PlatformsConstructing wealth portfolios and offering financial advice (prior...

  • Management Associate

    1 month ago


    Singapore HOLISTIC VITALITY INTERNATIONAL PTE. LTD. Full time

    Roles & Responsibilities Job title: Wealth Management Trainee Location: Labrador Park MRT Working hours: Flexible working hours Basic Pay: $1000-6000/month Description: ARE YOU...- looking to clear your student loan before graduation- graduating or recently graduated during the pandemic- having this strong desire to help others- having this strong desire to...