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Investment Management Trainee

2 weeks ago

Singapore FORT FINANCIAL PTE. LTD. Full time

**Job Description
We are currently searching for individuals to be groomed into future leaders within and for our organization.

If you are motivated, driven and looking for an opportunity to grow personally and professionally, we want you to be together with our growing force.

Comprehensive and professional training will be provided and paid for (12 Weeks)

You will be working closely with leaders in our organization.

Continuous on-job training will be provided and to be assimilated progressively.

That's not all that's in for you
- Attractive remuneration package
- Recognition for individual efforts
- Dynamic, fun and positive company culture
- Work-Life Balance
- Provides individuals with opportunities to take ownership of their own future.
- Travel opportunities, ( Business+Leisure )

**Responsibilities**:

- Make recommendations based on a reasonable inquiry from clients pertaining towards investment objectives, financial situation, financial goals and expectations.
- Review and optimize accounts and plan regularly to determine life changes that would affect a financial strategy.
- Optimize portfolios for clients for the best possible ROI
- Maintain a sustainable pipeline of clients with excellent management of all accounts(New/Existing)
- Attend yearly enrichment classes/seminars to learn and assimilate best practices from industry experts

**Job Requirements**
- At least a Polytechnic Diploma, A-Levels, Bachelor's Degree,Professional Degree, any field.
- 21+ and above (based on MAS requirements)
- Positive learning and Go-getter attitude.
- Self-Motivated and Financially Driven
- 2 Full-Time position(s) available.