Trainee Investment Specialist

Overview Investment trainee position serving as an entry-level role or trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager. Responsibilities Client Consultation: Assessing client financial goals, risk tolerance, and needs through consultations. Investment...

Shape Your Career in Investments with CGS International Securities Just graduated and ready to take charge of your future? At CGS International, a leading investment house with over 46 years of heritage, we can help you turn ambition into achievement. As a Trainee Investment Specialist, you'll join a structured programme that equips you with the...

**Shape Your Career in Investments with CGS International Securities** Just graduated and ready to take charge of your future? At CGS International, a leading investment house with over 46 years of heritage, we can help you turn ambition into achievement. As a Trainee Investment Specialist, you’ll join a structured programme that equips you with the...

Key ResponsibilitiesClient Consultation: Assessing client financial goals, risk tolerance, and needs through consultations.Investment Strategy Development: Recommending customized investment strategies and products such as unit trusts, bonds, and equities.Portfolio Management: Building, managing, and monitoring client investment portfolios.Financial Analysis...

Key Responsibilities Client Consultation: Assessing client financial goals, risk tolerance, and needs through consultations. Investment Strategy Development: Recommending customized investment strategies and products such as unit trusts, bonds, and equities. Portfolio Management: Building, managing, and monitoring client investment portfolios. Financial...

Job Title: Investment Management Trainee Jobscope - Handle client investment portfolio - expand client base for company - Update client for investment market movement - send client relevant information on the fund they invested - participating in investment events for client expansion - attend investment fund house talks monthly (fully paid by company) -...

Kickstart Your Career in Wealth Management Join us as an Investment Management Trainee and gain hands-on exposure to top global fund houses like JP Morgan, Allianz, Schroders, and Eastspring. This is your chance to learn, grow, and build a future as a licensed investment specialist. What You'll Do: Support client engagement and portfolio planning...

**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...

Eminent Wealth Management (Representing HSBC Life) is in the business of wealth management and planning, we are determined to grow and thus are looking for management trainees to join us! As a management trainee with us, you will be given the necessary training and guidance to assist you on this career pathway. With the best performing few, being given the...

Roles & ResponsibilitiesRoles & ResponsibilitiesKey Responsibilities:Financial Analysis:Assisting with the analysis of financial assets, tracking investment performance, and evaluating risk. Portfolio Management:Helping to manage and monitor investment portfolios, potentially providing support to clients' investment strategies. Research and...