Investment trainee
23 hours ago
Roles & Responsibilities Job Description & Requirements 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. Tell employers what skills you have Wealth ManagementInvestment StrategiesMicrosoft ExcelDue DiligenceRisk AssessmentToleranceInvestmentsEconomicsAccountingPortfolio ManagementFinancial ModellingFinancial AnalysisBondsUnit TrustsEquities
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Investment Trainee
2 weeks ago
Singapore CORNERSTONE ADVISERS PTE. LTD. Full time**Responsibilities**: - **Learning and Development**:Investment trainees are expected to actively learn about various investment products, strategies, and the financial markets. - **Portfolio Management**:Assisting with tasks related to client portfolios, including monitoring performance, updating reports, and identifying potential opportunities. - **Client...
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Investment trainee
7 days ago
Singapore CORNERSTONE ADVISERS PTE. LTD. Full time $40,000 - $60,000 per yearKey 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...
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Investment Trainee
2 weeks ago
Singapore AUTOESTATE PRIVATE LIMITED Full timeRoles & 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 and Reporting: Conducting research on...
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Investment Management Trainee
10 hours 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...
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Private Investment Trainee
7 days ago
Singapore Private Advertiser Full timeAbout the Role Join a fast-growing wealth advisory group that bridges property and investment portfolios for clients across Singapore's affluent landscape. As a Private Investment Trainee, you will work directly with senior wealth advisors and fund managers to help clients grow, diversify, and manage their assets strategically, from property holdings to...
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Investment Management Trainee
1 week ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**What do you think about a job that provides you with: - Flexible hours. Have the freedom to plan your own work schedule - Opportunity to engage with different levels of market - Achievable high income goals - For professionals looking for career change and work-life balance, matching salary plus attractive bonuses - Personal development plans. Designed...
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Trainee Investment Specialist
3 days ago
Singapore CGS INTERNATIONAL SECURITIES SINGAPORE PTE. LTD. Full time $40,000 - $60,000 per yearShape Your Career in Investments with CGS International SecuritiesJust 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 skills,...
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INVESTMENT ANALYST TRAINEE
1 week ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full timeJob Description & Requirements We are one of the leading Independent Wealth Advisors in Asia Pacific. We are dedicated towards providing investment advice free of conflict of interest by ensuring we represent our client interests to various banks and financial institutions. We are now seeking an Investment Analyst Trainee to join our team of Investment...
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Junior Investment Trainee
1 week ago
Singapore DSO (Singapore) Full timeDescription: 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 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...
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Fund Investment Trainee
2 weeks ago
Singapore JA CREATIONS PTE. LTD. Full timeOverview The Fund Investment Trainee helps the investment team to monitor clients' portfolio and assist the senior manager to advise clients on investment. Collaborate hand in hand with the fund managers. On-the-job learning starts immediately when you are placed in your role. There will be training cater to individual learning. Relevant industry experience...