Junior Investment Trainee

2 days ago

Central Region, Singapore DSO (Singapore) Full time $40,000 - $60,000 per year
:-

The Junior Investment Trainee helps to monitor client's portfolio on a daily basis and advise clients on investments.

Sales and advise potential clients on investment funds, insurance, Wills & Trust, Estate Planning, Legacy Planning and other wealth management issues.

Working hand in hand with the Fund House Managers. There will be training cater to individual learning.

Your training road map starts immediately after you completed the inhouse training on skills and products.

Relevant industry experience will be an advantage but not a pre-requisite and you will need to be self driven, positive and result oriented.

Personal mentor will be assigned to all successful candidate, a great opportunity and learning curb for those interested in investments.

Roles & Responsibilities:-

Acquire new clientele through networking or any other sources.

Handle client investment portfolio and expand client base.

Send client update investment market movements and any new products.

Organizing Investment Seminars and Events to generate leads.

Training Provided: -

  • Weekly Training by your Mentor.
  • Monthly Investment funds update with Funds Managers.
  • Management Training.
  • Presentation and strategies training.

Pre-requisites: -

  • Recognized Diploma and Degree Holders.
  • Hard working and high energetic individual who is result driven.
  • Possess strong interpersonal skills.
  • Cheerful and Sociable.
  • Candidates with NO experience are welcome.
  • Mentor and Intensive training provided.
  • Fun working environment with Overseas incentives trip provided.
  • A lot of teamwork and mentorship.
  • Entrepreneur Mindset.
  • SINGAPOREANS ONLY
  • "Must be 21 years old and up."
  • "Based on MAS (Monetary Authority of Singapore) regulatory requirements.

Please forward your latest resume for an interview appointment

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