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Graduate Trainee

1 month ago

Singapore EQUE PTE. LTD. Full time
Roles & Responsibilities

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

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