Prosperity Advisor

6 days ago

Singapore beBeeWealth Full time $60,000 - $120,000
Job Description

We are seeking a skilled and dedicated individual to join our team as a Wealth Management Trainee. The successful candidate will have the opportunity to work with affluent clients, help them grow their wealth, and broaden our clientele base.

About the Role:

As a Wealth Management Trainee, you will be responsible for identifying clients' needs through our proven diagnostic testing, keeping abreast of market news and its impacts on clients' portfolios, curating customized holistic portfolios with detailed analytics, recommending viable solutions to meet clients' objectives and needs, providing regular reviews and analytical reports on clients' investment portfolios, embarking on a hands-on mentorship journey from dedicated veterans, and coordinating efforts in delightful experiential events and seminars for existing and prospective clients.

  • Develop and implement effective investment strategies to meet clients' goals and risk tolerance.
  • Analyze market trends and economic data to inform investment decisions.
  • Collaborate with experienced mentors to gain valuable insights and skills.
  • Communicate complex financial concepts to clients in a clear and concise manner.
  • Stay up-to-date with industry developments and best practices to provide exceptional service to clients.

Required Skills and Qualifications:

To be successful in this role, you will need:

  • A diploma or higher in a relevant field such as finance, accounting, or business.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
  • Proficiency in Microsoft Office and other software applications.

Benefits:

As a Wealth Management Trainee, you will enjoy a range of benefits, including:

  • Full-spectrum structured training from wide array of high net worth investment products to analytical tools.
  • Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists.
  • Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements.
  • Dedicated mentorship program with on-the-job training with experienced mentors.
  • Flexible work hours.
  • Flexible leave arrangements.
  • Well-rounded office facilities including gym, shower, and swimming pool.
  • Spacious common space with fragrant selection of coffee and tea.
  • Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants.
  • Attractive rewarding remuneration bonus.
  • Fun-filled recreational & sports activities.

Others:

Our company values diversity, equity, and inclusion. We strive to create a workplace that is welcoming and inclusive for all employees. We also offer opportunities for professional development and growth.

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