Wealth Management Trainee

23 hours ago


Queenstown, Singapore United Partners Full time

Looking to break out of the 9-5? Join us on a flexible yet rewarding career

We welcome polytechnic graduates, university undergrads and fresh grads

**Qualifications**:

- Diploma or Degree in any field or equivalent
- NO prior experience required
- Penultimate or final year of university

**Why join us?**
- Competitive remuneration
- Flexible schedule - allows undergrads time to focus on academics
- Industry-recognized certifications
- Professional development
- Personal guidance and training
- Try out a self-employed career

**Responsibilities**:
**Client Relationships**:

- Develop and maintain strong relationships with clients, understanding their financial goals and needs.
- Provide personalized financial advice and guidance.
- Educate clients on various financial products and strategies

**Wealth Advisory**:

- Create comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.
- Analyze client financial situations and identify opportunities for growth.

**Investment Management**:

- Manage client investments, including portfolio selection, rebalancing, and monitoring.
- Stay up-to-date on market trends and investment opportunities.

**Job Types**: Full-time, Internship

Pay: $2,000.00 - $6,000.00 per month

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus

Work Location: Hybrid

Pay: $2,000.00 - $6,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Work Location: Hybrid remote in Singapore 119960


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