Investment Associate Trainee

1 week ago

Singapore WPGROUP PTE. LTD. Full time
Roles & Responsibilities

Job Summary:

As an Investment Associate Trainee, you will learn to provide professional advice and tailored investment solutions to help clients grow and protect their wealth. You will analyse client portfolios, understand their financial goals and risk appetite, and recommend suitable products and strategies in line with market trends and regulatory guidelines. Students in year 3 are welcome.

Key Responsibilities:

  • Learn to build and manage a portfolio of clients, both individual and corporate.
  • Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding.
  • Develop and recommend customised investment strategies and product solutions (e.g., unit trusts, bonds, equities, structured products).
  • Monitor clients' portfolios and provide regular updates and rebalancing advice.
  • Stay updated on market movements, economic trends, and new investment products.
  • Ensure compliance with MAS (Monetary Authority of Singapore) regulations and company policies.
  • Conduct financial seminars, workshops, or client events to share market insights.
  • Collaborate with product specialists and research teams to enhance client offerings.

Requirements:

  • Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
  • Some experience in investment advisory, wealth management, or private banking.
  • Sound knowledge of investment products and financial markets.
  • Strong interpersonal and communication skills.
  • Client-focused mindset with a consultative approach.
  • Driven, proactive, and able to work independently or in a team.

Career Benefits:

  • All training provided
  • Clients or propect base given to help you achieve you goals.
  • Competitive base salary plus commission or performance-based incentives.
  • Access to comprehensive training and professional development programmes.
  • Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles.
  • Exposure to a wide range of investment products and strategies.
  • Dynamic, fast-paced work environment with a focus on client success.
Tell employers what skills you have
Wealth Management
Investment Advisory
Investment Strategies
Due Diligence
Tolerance
Investments
Investment Banking
Wealth
Private Banking
Private Equity
Economics
Accounting
Financial Modelling
Bonds
Unit Trusts
Equities

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