Investment trainee

5 days ago

Singapore CORNERSTONE ADVISERS PTE. LTD. Full time $40,000 - $60,000 per year

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 Analysis & Research: Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries.
  • Market & Regulatory Updates: Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations.
  • Client Support: Providing regular portfolio updates, rebalancing advice, and preparing financial reports.
  • Client Engagement: Potentially conducting financial seminars or client events.
  • Collaboration: Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts.

Required Skills & Qualifications

  • Education: A degree in Finance, Business, Economics, Accounting, or a related field is often required.
  • Financial Acumen: Strong understanding of financial markets, portfolio management, and financial modelling.
  • Analytical Skills: Proficient in financial analysis, risk assessment, and data interpretation.
  • Communication: Good interpersonal and communication skills, especially when interacting with clients and internal teams.
  • Tech Proficiency: Strong proficiency in Microsoft Excel for financial modelling.
  • Personal Attributes: Self-driven, result-oriented, positive, and a team player with a high level of commitment.

Career Path

An investment trainee position serves as an entry-level role or a trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.

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