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3 days ago
Investment Management Trainee
">About the Role:This position offers an exciting opportunity to develop a career in investment management and wealth growth, with a focus on providing expert financial advice tailored to client goals. As an Investment Management Trainee, you will play a key role in analyzing financial situations and recommending strategies for clients to achieve their objectives.
The ideal candidate will possess strong analytical skills, excellent communication and relationship-building abilities, and a passion for helping clients achieve financial freedom. In this dynamic environment, you will have the opportunity to work closely with industry experts and collaborate with a supportive team culture.
">Key Responsibilities:- Provide expert financial advice tailored to client goals
- Analyze financial situations and recommend strategies for wealth growth, retirement planning, and risk management
- Develop and maintain long-term client relationships
- Stay ahead of market trends and financial products to provide the best solutions
To be successful in this role, you should possess:
Education: Diploma from Local (Singapore) Polytechnics or Recognised Degree in any field (CFP, CFA, or equivalent is a plus)
Skills: Driven, results-oriented, excellent communicator, problem solver, and collaborative team player
Personal Qualities: Ambitious, entrepreneurial spirit, and a desire to succeed
">Benefits:We offer a competitive compensation package, commission structure, bonuses, and incentive trips (depending on individual and team performance). Additionally, you will have access to personal development plans, mentorship from top professionals, and a fast career track into management roles.
Ongoing training and career advancement opportunities are available to help you grow professionally and personally. A comprehensive training program on financial skills and concepts will also be provided to equip you with the necessary knowledge and expertise.
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