Wealth Management Trainee

3 days ago


Downtown Core, Singapore Happy Forest Pte. Ltd. Full time $80,000 - $120,000 per year

Role Description

This is a full-time hybrid role for a Wealth Management Trainee located in Singapore, with flexibility for remote work. As a trainee, you will work with clients to develop and implement financial strategies, investment planning, and risk management strategies. You will also be responsible for performing research, conducting quantitative analyses, and communicating analyses to clients. You will work with various stakeholders in the organization to meet client needs and provide recommendations.

Qualifications

  • Bachelor's degree in finance, Accounting, Economics, Business Administration, or a similar field.
  • Strong analytical skills and proficiency with Microsoft Excel.
  • Excellent written and verbal communication skills.
  • Ability to work collaboratively in a team environment and build strong relationships with colleagues and clients.
  • A passion for finance and investments, and a desire to learn and grow in the industry.
  • Critical thinking, problem-solving, and time management skills.
  • Candidates with relevant certifications (e.g., CFA, CPA, or CFP) are highly preferred.

Job Types: Full-time, Part-time, Contract, Temporary, Student job

Contract length: 24 months

Pay: $3, $8,000.00 per month

Expected hours: 44 per week

Benefits:

  • Flexible schedule
  • Professional development

Schedule:

  • Day shift
  • Early shift
  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Signing bonus
  • Yearly bonus

Work Location: Hybrid remote in Singapore 189773



  • Downtown Core, Singapore Summit Planners Invictus Full time

    **Fast Track Career in Financial Services** Attractive Income | Career Development & Mentoring **Overview - Graduate Management Trainee** During the training, you will experience a tailor-made learning development journey where you will receive constant career advice to help you navigate towards a management position. As a Graduate Trainee in the...


  • Downtown Core, Singapore Elios Wealth Management (IAFA) Full time

    **Grow Your Impact, Shape Your Career** **About Us** At Elios Wealth Management, we empower Singapore's emerging affluent to build sustainable wealth through purpose-driven financial planning. Backed by proven mentorship and a structured development roadmap, we’re here to help you succeed — whether you’re new to financial planning or ready to lead....

  • Management Trainee

    2 weeks ago


    Downtown Core, Singapore AWIN RESOURCE INTERNATIONAL PTE LTD Full time

    **Job Title**:Management Trainee** The Management Trainee role provides entry-level professionals with comprehensive training and practical experience in various aspects of business management. This position is used as a starting point for those aspiring to be future leaders within the organization. **Key Responsibilities**: - Acquire exposure to various...


  • Downtown Core, Singapore Crudsaders Full time

    **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...


  • Downtown Core, Singapore HSBC Life Full time

    **Shape Your Career in Wealth & Risk Management with HSBC Life** Looking to start your career on a high note, or considering a mid-career switch into a meaningful field? At HSBC Life, we help clients achieve their financial goals while providing you with the tools, training, and support to grow within a global banking leader. Join us and make a real...

  • Financial Consultant

    2 weeks ago


    Downtown Core, Singapore Titans Private Wealth Full time $60,000 - $120,000 per year

    About the role Join our dynamic team as a Financial Consultant (New Consultants) at Titans Private Wealth. This is a full-time role based in the Downtown Core Central Region. As a Financial Consultant, you will play a crucial part in helping our clients achieve their financial goals through personalized wealth management strategies and solutions.What you'll...


  • Downtown Core, Singapore Pace Ascension Full time

    We are seeking eager, motivated individuals to join our fast-growing organization. In this position, you will be given the unique opportunity to gain the knowledge and expertise required to work with international clients. Tailoring unique financial solutions for their cross-border status, tax requirements, and immigration goals. - Diploma and above...

  • Management Trainee

    5 days ago


    Downtown Core, Singapore FYYA Full time

    We are seeking a high-potential **Management Trainee** to join our commercial team and fast-track their career through hands-on exposure to sales, marketing and business operations. This role is ideal for someone who is ambitious, adaptable and eager to develop into a future leader. **Key Responsibilities** - Rotate across key business functions including...


  • Downtown Core, Singapore HSBC Life Full time

    **Job description** HSBC Life a subsidiary of the HSBC Group, we offer products and services secured by HSBC's financial backbone, strengthened by over 150 years of experience in finance, international services and building trusted relationships. We keep our promises, so you can fulfil yours. We believe that a successful career goes beyond monetary rewards....

  • Management Trainee

    1 week ago


    Downtown Core, Singapore THE ONE PERCENT SG PTE. LTD. Full time

    At The One Percent SG, we come up with sales and marketing solutions by focusing on building genuine relationships with our customers using the traditional method of face-to-face marketing methodology. Technology has made us more efficient, but it has also replaced many avenues of us having human communication. As a result, it has stripped many people of...