
Portfolio Management Trainee
7 days ago
**Manage and acquire client** portfolio
- **Drive client acquisition and retention** with exceptional service and tailored financial programs
- Assess clients' financial situations to **create customized portfolio solutions** for goals like passive income, investments and lifestyle fundings
- **Provide business solutions to consumer and companies** (start-ups, SMEs, MNCs) to meet financial goals in employee benefits and retention
- Handle administrative tasks: prepare financial summaries, portfolio performance reports, and income projections
- Focus on **building long-term client relationships **and their best interests
**Job Benefits**
- Competitive salary, uncapped commission scheme, comprehensive incentives, quarterly and year-end bonuses
- Recognition awards with opportunities to travel multiple times yearly to exciting international destinations
- 1 to 1 mentorship, and on-the-job learning for career and character development
- Advanced digital tools for hybrid work, allowing flexibility to work from anywhere
- Career advancement opportunities to management level within 2 years
**Whether you are a fresh graduate, looking for a mid-career switch, we welcome you to apply**
**Job Requirements**
- Strong leadership quality and driven individual
- Passionate in wealth management and solutions
- Results-oriented and customer-focused, able to work with mínimal supervision
- Good interpersonal skills and enjoys people interaction
- Willingness to work in a flexible schedule
- Bachelor’s degree or a Diploma from a local polytechnic
**Job Types**: Full-time, Internship, Fresh graduate
Contract length: 6 months
Pay: $4,000.00 - $10,000.00 per month
**Benefits**:
- Employee assistance programme
- Employee discount
- Professional development
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Commission pay
- Performance bonus
- Yearly bonus
**Education**:
- Local Polytechnic Diploma (required)
Work Location: In person
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