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Wealth Management Trainee
2 weeks ago
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
For more details on the student program, send us an application and we'll reach out to you shortly
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, $6,000.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus
Work Location: Hybrid
Job Type: Full-time
Pay: $2, $6,000.00 per month
Benefits:
- Flexible schedule
- Professional development
Work Location: Hybrid remote in Singapore 119960