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 attractive bonuses.
- Personal development plans. Designed with considerations of your individual strengths and business needs.
- Fast career track into management role.
- Comprehensive training program on financial skills and concepts.
- Basic salary range: $3,000 - $6,000 (before commission and bonuses)
- Attractive commission and bonuses (depending on individual and team performance)
- We offer a competitive compensation package with attractive bonuses and incentive trips.

**If you answered YES to these, then this is the RIGHT JOB for YOU
- The role as a Investment Management Trainee will be to develop good relations with clients and learn to expand your network with them on various financial matters. _
- Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.**Responsibilities**
- Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.
- Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.
- Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc
- Building long term relationships with our clients.
- Underwrite, analyze and close finance deals.

**About You...**
- Independent, driven and resourceful
- Aspires to be an entrepreneur and have the energy, drive and ambition to succeed
- An interest or knowledge in business finance/management will be an added advantage
- A positive attitude and willingness to learn
- No experiences required as training will be provided
- Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

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