Wealth Management Trainee

**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...

Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and management•...

Roles & ResponsibilitiesWe are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple associates for a wealth management position, either as an executive or manager (for experienced...

Join a Banking Career in Wealth ManagementWe are seeking a highly motivated and enthusiastic individual to join our Personal Financial Services team as a Trainee Wealth Executive. This exciting opportunity offers the chance to embark on a rewarding career in banking and personal wealth management, where you will gain the skills, exposure, and certification...

Roles & Responsibilities(Fresh Graduates Welcome/ No Experience Required)Launch Your Finance Career with a Global Leader We are a multinational finance company offering full-time, and part-time opportunities for individuals eager to build a career in wealth management. No prior experience is needed—we provide comprehensive training to equip you with the...

Roles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...

Roles & ResponsibilitiesThe Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to the Wealth Director and his clients. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the...

Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

Unlock Your Potential in Wealth ManagementWe are seeking a talented and ambitious Wealth Management Trainee to join our team. As a Wealth Management Trainee, you will play a crucial role in assisting clients in achieving their financial goals through customized solutions.Your key responsibilities will include:Assisting clients in creating and implementing...