Investment Management Trainee
4 days ago
Job Description
The entry position before becoming a portfolio manager. Your job as a trainee will be to develop good relations with clients and learn to expand your network with clients.
Learn and utilise DISC Personality Assessment + Enneagram to improve your communication with clients.
Manage and make critical decisions on clients investment portfolio
Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc)
Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.
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GRIT Trainee, Digital Learning Innovation
1 week ago
Singapore GRIT Trainee Full timeGet to Know the Team The Digital Finance Academy (DFA) mission is to empower every CFO team member with the knowledge and tools to transform, upskill, and take charge of their learning journey. We believe that by fostering a culture of continuous learning, we can drive transformation across the CFO team Get to Know the Role This is a 6 months full-time...
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Investment Management Trainee
5 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. 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...
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Investment Management Trainee
3 days ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. 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...
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Investment Management Trainee
3 days ago
Singapore Eminent Group Full timeEminent 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...
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Investment trainee
5 days ago
Singapore CORNERSTONE ADVISERS PTE. LTD. Full timeRoles & Responsibilities Job Description & Requirements 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...
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Investment Management Trainee
2 weeks ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**What do you think about a job that provides you with: - Flexible hours. Have the freedom to plan your own work schedule - Opportunity to engage with different levels of market - Achievable high income goals - For professionals looking for career change and work-life balance, matching salary plus attractive bonuses - Personal development plans. Designed...
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Investment trainee
2 weeks ago
Singapore CORNERSTONE ADVISERS PTE. LTD. Full time $40,000 - $60,000 per yearKey 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...
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Investment Management Trainee
4 days ago
Singapore ZML Consultancy Full time $48,000 - $96,000 per yearKickstart Your Career in Wealth ManagementJoin 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...
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Investment Management Executive
5 days ago
Singapore Eminent Wealth Management Full time**Company Description**: Eminent Wealth Management (representing HSBC Life) is in the business of wealth management and planning. As an investment management trainee with us, you will be given the necessary training and guidance to embark on a career that would see you providing wealth advisory services to our customers.Job Description: - Plan & manage...
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Private Investment Trainee
2 weeks ago
Singapore Private Advertiser Full timeAbout the Role Join a fast-growing wealth advisory group that bridges property and investment portfolios for clients across Singapore's affluent landscape. As a Private Investment Trainee, you will work directly with senior wealth advisors and fund managers to help clients grow, diversify, and manage their assets strategically, from property holdings to...