Wealth Investment Trainee

1 week ago

Singapore AUTOESTATE PRIVATE LIMITED Full time
Roles & Responsibilities

*Investment Trainee*

If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for

HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS

Working Days: 5.5 days work week

Working Location: Islandwide (Fixed working location nearest to you)

Great career opportunities

Key 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 specific industries, developing financial models, and assisting with the preparation of financial reports.
  • Client Interaction:May involve interacting with clients, providing investment recommendations, and assisting with client events.
  • Professional Development:Participating in training programs, gaining exposure to investment scenarios, and developing skills in financial analysis and portfolio management.

Skills Required:

  • Strong analytical and numerical skills.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure, meet deadlines, and multi-task.
  • Proficiency in financial modeling and market analysis.
  • A good understanding of financial markets and investment principles.

    Requirements:

    Sales driven

    Excellent communication and interpersonal skills
Tell employers what skills you have

Wealth Management
Sales Presentations
Management Skills
Investment Strategies
Microsoft Excel
Ability To Work Independently
Customerfacing
Interpersonal Skills
Market Analysis
Retail Banking
Portfolio Management
Financial Modeling
Investment Performance
Financial Analysis
Customer Relations
Customer Service Experience

  • Wealth Management Associate

    6 days ago

    Singapore ASPIRE WEALTH CONSULTANCY Full time

    **Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...

  • Trainee Investment Specialist

    6 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...

  • Wealth Investment Trainee

    2 weeks ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    *Investment Trainee* If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for! HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS Working Days: 5.5 days work week Working Location: Islandwide (Fixed working location nearest to you!) Great career opportunities!!! Key Responsibilities: - **Financial...

  • Trainee Investment Specialist

    3 days ago

    Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time $40,000 - $60,000 per year

    Shape Your Career in Investments with CGS International SecuritiesJust graduated and ready to take charge of your future? At CGS International, a leading investment house with over 46 years of heritage, we can help you turn ambition into achievement.As a Trainee Investment Specialist, you'll join a structured programme that equips you with the skills,...

  • Trainee Investment Specialist

    1 week ago

    Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time

    **Shape Your Career in Investments with CGS International Securities** Just graduated and ready to take charge of your future? At CGS International, a leading investment house with over 46 years of heritage, we can help you turn ambition into achievement. As a Trainee Investment Specialist, you’ll join a structured programme that equips you with the...

  • Wealth Investment Trainee

    3 days ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time $60,000 - $120,000 per year

    *Investment Trainee*If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking forHIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONSWorking Days: 5.5 days work weekWorking Location: Islandwide (Fixed working location nearest to you)Great career opportunitiesKey Responsibilities:Financial Analysis: Assisting...

  • Investment Trainee

    7 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...

  • Investment Trainee

    3 days ago

    Singapore J.S.F Full time

    Roles & Responsibilities Key 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...

  • Investment Trainee

    2 weeks 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

    3 days ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & Responsibilities Roles & Responsibilities Key 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...