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Wealth Management Trainee

1 month ago

Singapore SMART CONSULTANCY PTE. LTD. Full time
Roles & Responsibilities

On The Job Training:

You'll have access to professional development, leadership development and financial planning and advice development training. Additionally, you'll have access to networking, business deep dives, one-on-one mentorship and a dedicated financial advisor mentor.

Great opportunity for those interested in wealth managment role.

Handling Wealth management including Wills & Trust, Family Office, Legacy/Inheritance, Estate Planning, Corporate finance and Tax Advisory.

Roles and Responsibilities: -

- Handle Client Investment Portfolio

- Expand Client Base

- Update Client for Investment Market Movement

- Send Client relevant information on the fund they invested

- Participating in Investment Events for client expansion

- Attending investment talks

- Organising Investment Seminars Events

Pre-requisites: -

- Government Diploma and Degree Holders.

- Positive and high energetic individual who is result driven

- Possess strong interpersonal skills

- Cheerful and Sociable

- Preferably bilingual.

- Mentor and Intensive training provided.

- Fun working environment with Oversea incentives trip provided

- Lots of teamwork and mentorship

Tell employers what skills you have

Wealth Management
Microsoft Excel
Wills
Tax Advisory
Financial Planning
Interpersonal Skills
Inventory
Wealth Accumulation
Wealth
Leadership Development
Investment Management
Mentorship
Networking
Emotional Intelligence
Estate Planning
Corporate Finance