Investment Trainee

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...

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...

**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...

**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...

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...

About 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...

**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...

Shape 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,...

Job 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...

Job DescriptionThe entry position before becoming a portfolio manager. Your job as a trainee will be to develop good relations with clients and learn to expand your network with clients.Learn and utilise DISC Personality Assessment + Enneagram to improve your communication with clients.Manage and make critical decisions on clients investment...