Investment Trainee

13 hours ago

Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

Key Responsibilities
Client Consultation:
Assessing client financial goals, risk tolerance, and needs through consultations.
Investment Strategy Development:
Recommending customized investment strategies and products such as unit trusts, bonds, and equities.
Portfolio Management:
Building, managing, and monitoring client investment portfolios.
Financial Analysis & Research:
Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries.
Market & Regulatory Updates:
Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations.
Client Support:
Providing regular portfolio updates, rebalancing advice, and preparing financial reports.
Client Engagement:
Potentially conducting financial seminars or client events.
Collaboration:
Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts.
Required Skills & Qualifications
Education:
A degree in Finance, Business, Economics, Accounting, or a related field is often required.
Financial Acumen:
Strong understanding of financial markets, portfolio management, and financial modelling.
Analytical Skills:
Proficient in financial analysis, risk assessment, and data interpretation.
Communication:
Good interpersonal and communication skills, especially when interacting with clients and internal teams.
Tech Proficiency:
Strong proficiency in Microsoft Excel for financial modelling.
Personal Attributes:
Self-driven, result-oriented, positive, and a team player with a high level of commitment.
Career Path
An investment trainee position serves as an entry-level role or a trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.
#J-18808-Ljbffr

  • Investment trainee

    7 days ago

    Singapore CORNERSTONE ADVISERS PTE. LTD. Full time $40,000 - $60,000 per year

    Key ResponsibilitiesClient Consultation: Assessing client financial goals, risk tolerance, and needs through consultations.Investment Strategy Development: Recommending customized investment strategies and products such as unit trusts, bonds, and equities.Portfolio Management: Building, managing, and monitoring client investment portfolios.Financial Analysis...

  • Investment Management Trainee

    1 week ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **Job Title : Investment Management Trainee** **What do you think about a job that provides you with**: - Flexible hours. Have the freedom to plan your own work schedule - The opportunity to engage in different levels of market. - Achievable high income goals. - For professionals looking for career change and work-life balance, matching salary plus...

  • Investment Management Trainee

    2 weeks ago

    Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

    **Job Title : Investment Management Trainee** **What do you think about a job that provides you with**: - Flexible hours. Have the freedom to plan your own work schedule - The opportunity to engage in different levels of market. - Achievable high income goals. - For professionals looking for career change and work-life balance, matching salary plus...

  • Investment Management Trainee

    1 week ago

    Singapore Eminent Group Full time

    Eminent Wealth Management (Representing HSBC Life) is in the business of wealth management and planning, we are determined to grow and thus are looking for management trainees to join us! As a management trainee with us, you will be given the necessary training and guidance to assist you on this career pathway. With the best performing few, being given the...

  • Investment Trainee

    3 weeks ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & ResponsibilitiesRoles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and...

  • Investment Trainee

    4 weeks ago

    Singapore J.S.F Full time

    Roles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and Reporting:Conducting research on...

  • Investment Trainee

    2 weeks ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & Responsibilities Roles & Responsibilities Key Responsibilities: Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research...

  • Trainee Investment Specialist

    2 weeks ago

    Singapore CGS International Securities Singapore Full time

    Overview Ready to Reinvent Yourself?Just like the well-developed storyline of your favourite drama, your career story doesn’t have to stay the same. At CGS International, we’re looking for driven individuals ready to make a bold switch into the world of investing. Our traineeship equips you with the skills, mentorship, and confidence to thrive as an...

  • Trainee Investment Specialist

    1 week ago

    Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time

    Shape Your Career in Investments with CGS International Securities Just graduated and ready to take charge of your future? At CGS International, a leading investment house with over 46 years of heritage, we can help you turn ambition into achievement. As a Trainee Investment Specialist, you'll join a structured programme that equips you with the...

  • Junior Investment Trainee

    1 week ago

    Singapore Private Advertiser Full time

    Description: The Junior Investment Trainee helps to monitor client's portfolio on a daily basis and advise clients on investments. Sales and advise potential clients on different investment funds and other wealth management issues. Working hand in hand with the Fund House Managers. There will be training cater to individual learning. Develop good...