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Junior Investment Trainee

2 weeks ago

Singapore DSO (Singapore) Full time

Description:
The Junior Investment Trainee helps to monitor clients' portfolios on a daily basis and advises clients on investments. This includes sales and advising potential clients on investment funds, insurance, Wills & Trust, Estate Planning, Legacy Planning, and other wealth management issues.
Working hand in hand with the Fund House Managers, there will be training catered to individual learning. Your training roadmap starts immediately after you complete the in-house training on skills and products.
Relevant industry experience will be an advantage but not a prerequisite. You will need to be self-driven, positive, and results-oriented. A personal mentor will be assigned to all successful candidates, providing a great opportunity and learning curve for those interested in investments.
Roles & Responsibilities:
Acquire new clientele through networking or other sources.
Handle client investment portfolios and expand the client base.
Send clients updates on investment market movements and any new products.
Organize Investment Seminars and Events to generate leads.
Training Provided:
Weekly Training by your Mentor.
Monthly Investment Funds update with Funds Managers.
Management Training.
Presentation and strategies training.
Pre-requisites:
Recognized Diploma and Degree Holders.
Hardworking and highly energetic individuals who are results-driven.
Possess strong interpersonal skills.
Cheerful and sociable.
Candidates with NO experience are welcome.
Mentor and intensive training provided.
Fun working environment with overseas incentives trip provided.
A lot of teamwork and mentorship.
Entrepreneurial mindset.
SINGAPOREANS ONLY
Must be 21 years old and up.
Based on MAS (Monetary Authority of Singapore) regulatory requirements.
Please forward your latest resume for an interview appointment
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