Investment Management Trainee(0904)

2 weeks ago


Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time
Roles & Responsibilities

Join Our Team as an Investment Management Trainee—Empower Clients, Build Your Future

Location: Singapore | Full-Time | Attractive Allowance + Commission & Bonuses

Are you passionate about helping people achieve financial freedom? Do you thrive in a dynamic environment where your expertise makes a real impact? If so, we want YOU on our team

Why Join Us?

Uncapped Earning Potential: Allowance + lucrative commission structure

Growth & Development: Ongoing training and career advancement opportunities

Supportive Team Culture: Work with industry experts in a collaborative environment

Flexible Work Arrangements: Hybrid options available

Your Role

As a Investment Management Trainee, you will:

Provide expert financial advice tailored to client goals

Develop and maintain long-term client relationships

Analyze financial situations and recommend strategies for wealth growth, retirement planning, and risk management

Stay ahead of market trends and financial products to provide the best solutions

Who You Are

Driven and results-oriented

Excellent communicator and relationship builder

A problem solver who thrives in a fast-paced environment

Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus)

Aspires to be an entrepreneur and has the ambition to succeed

Perks & Benefits

Competitive compensation package + commission + bonuses + incentive trips. (depending on individual and team performance)

Personal development plans. Designed with considerations of your individual strengths and business needs.

Mentorship from top professionals

Fast career track into management role.

Comprehensive training program on financial skills and concepts.

Ready to take the next step? Apply today and start shaping your clients' futures—while securing your own

Monthly Salary :

$3000 - $8000

Tell employers what skills you have

Wealth Management
Training Management
Sales
Asset Management
Leadership
client facing skills
Derivatives
Teaching
Interpersonal Skills
Investment Management
Versatility
Bonds
Communication Skills
client facing
Team Player
Personal Development

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