Investment Associate Trainee

3 weeks ago

Singapore WPGROUP PTE. LTD. Full time
Roles & Responsibilities

Job Summary:

As an Investment Associate Trainee, you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.

Key Responsibilities:
  • Learn to build and manage a portfolio of clients, both individual and corporate.
  • Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding.
  • Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).
  • Monitor clients' portfolios and provide regular updates and rebalancing advice.
  • Stay updated on market movements, economic trends, and new investment products.
  • Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.
  • Conduct financial seminars, workshops, or client events to share market insights.
  • Collaborate with product specialists and research teams to enhance client offerings.
Requirements:
  • Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
  • Some experience in investment advisory, wealth management, or private banking.
  • Sound knowledge of investment products and financial markets.
  • Strong interpersonal and communication skills.
  • Client-focused mindset with a consultative approach.
  • Driven, proactive, and able to work independently or in a team.
Career Benefits:
  • All training provided
  • Clients or propect base given to help you achieve you goals.
  • Competitive base salary plus commission or performance-based incentives.
  • Access to comprehensive training and professional development programmes.
  • Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles.
  • Exposure to a wide range of investment products and strategies.
  • Dynamic, fast-paced work environment with a focus on client success.
Tell employers what skills you have

Wealth Management
Investment Advisory
Investment Strategies
Due Diligence
Tolerance
Investments
Investment Banking
Wealth
Private Banking
Private Equity
Economics
Accounting
Financial Modelling
Bonds
Unit Trusts
Equities

  • Associate, Investment

    3 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment (DC)role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment (DC)role at Keppel (Fund Management & Investment)Job Description This is a key role that focuses on supporting the Investment team in managing the end-to-end investment process, from underwriting potential investment...

  • Investment Trainee

    4 days ago

    Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    **Responsibilities**: - **Learning and Development**:Investment trainees are expected to actively learn about various investment products, strategies, and the financial markets. - **Portfolio Management**:Assisting with tasks related to client portfolios, including monitoring performance, updating reports, and identifying potential opportunities. - **Client...

  • Associate, Investment

    3 days ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...

  • Investment Management Trainee

    6 days ago

    Singapore ARTE AURA PTE. LTD. Full time

    Job Title: Investment Management Trainee Jobscope - Handle client investment portfolio - expand client base for company - Update client for investment market movement - send client relevant information on the fund they invested - participating in investment events for client expansion - attend investment fund house talks monthly (fully paid by company) -...

  • Associate (Investment)

    2 hours ago

    Singapore INDIGO INVESTMENT ADVISORS PTE. LTD. Full time

    The Investment Associate will support Indigo’s existing manager portfolio as well as identify new relationships and conduct research. As a single-family office with a global outlook, we are looking for someone who can be flexible with late-night calls and has the willingness to go beyond their comfort zone to dig deep into areas of research. You will be...

  • Associate, Investment

    3 weeks ago

    Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Assistant Vice President, Investment & Asset Management role at Keppel (Fund Management & Investment)Join to apply for the Assistant Vice President, Investment & Asset Management role at Keppel (Fund Management & Investment)Get AI-powered advice on this job and more exclusive features.SummaryThis is a key role that will focus on...

  • Investment Management Trainee

    2 weeks ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **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...

  • Investment Trainee

    7 days ago

    Singapore J.S.F Full time

    Roles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and Reporting:Conducting research on...

  • Investment Trainee

    4 days ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesRoles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and...

  • Trainee Investment Specialist

    2 days ago

    Singapore CGS International Securities Singapore Full time

    Overview Ready to Reinvent Yourself?Just like the well-developed storyline of your favourite drama, your career story doesn't have to stay the same. At CGS International, we're looking for driven individuals ready to make a bold switch into the world of investing. Our traineeship equips you with the skills, mentorship, and confidence to thrive as an...