Junior Investment Trainee
2 days ago
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 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 cater to individual learning. Your training road map starts immediately after you completed the inhouse training on skills and products. Relevant industry experience will be an advantage but not a pre-requisite and you will need to be self driven, positive and result oriented. Personal mentor will be assigned to all successful candidate, a great opportunity and learning curb for those interested in investments. Roles & Responsibilities Acquire new clientele through networking or any other sources. Handle client investment portfolio and expand client base. Send client update investment market movements and any new products. Organizing 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. Hard working and high energetic individual who is result 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. Entrepreneur Mindset. SINGAPOREANS ONLYMust be 21 years old and up. Based on MAS (Monetary Authority of Singapore) regulatory requirements. Please forward your latest resume for an interview appointment#J-18808-Ljbffr
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Investment Trainee
7 days 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
12 hours 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
7 days 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
3 days 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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INVESTMENT ANALYST TRAINEE
2 days 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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Wealth Investment Trainee
1 week ago
Singapore AUTOESTATE PRIVATE LIMITED Full time*Investment Trainee* If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for! HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS Working Days: 5.5 days work week Working Location: Islandwide (Fixed working location nearest to you!) Great career opportunities!!! Key Responsibilities: - **Financial...
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Fund Investment Trainee
1 week ago
Singapore INNOWAY SINGAPORE PTE. LTD. Full timeThe 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 will be...
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Fund Investment Trainee
7 days 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...
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Investment Sales Trainee
7 days ago
Singapore Amazing Group SG Full timeWith 30 years of successful track record, we represent one of the Fortune 500 company. Our client includes personal and corporate level. Our portfolio encompassed equities, bonds, currencies and investments. We have attracted a team of passionate and dedicated individuals who aspire to make a difference beyond financial returns by making impactful...
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Global Markets
7 days ago
Singapore Crédit Agricole SA Full timeOverview Global Markets - Junior Business Manager (Trainee Officer)Job type: Internship/Trainee | Term: 12 months | Location: APAC Job summary The Junior Business Manager for Global Markets Division APAC will assist the Local Business Manager, GMD Asia and the Regional GMD Management team in their managerial roles and facilitate GMD's interactions with the...