Investment Management Trainee

2 days ago

Singapore Zenith Capital Full time

We are looking for a trainee portfolio manager to join our team. In this entry-level position, you will be responsible for building strong relationships with clients and expanding your network.

**Key Responsibilities**:

- Utilize DISC Personality Assessment and Enneagram to enhance communication skills with clients.
- Manage client investment portfolios and make informed decisions.
- Evaluate risk and reward trade-offs across various financial instruments, such as bonds and derivatives.
- Chart investment goals for clients using their CPF and cash portfolios.

**Compensation**:

- Competitive base salary of $3,000 to $5,000 (before commission and bonuses)
- Attractive commission and bonus structures based on individual and team performance
- Generous annual leave and annual company trips to Asia-Pacific and Europe/USA
- Comprehensive training program to support career development, including investments, neuro-linguistic programming, and leadership.

This is an excellent opportunity to advance your career based on performance. If you have a passion for finance and are eager to learn and grow, we encourage you to apply.

**Other Information**
- Office 5mins walk from Telok Ayer MRT
- Working hours 10am - 5pm, 5 Days Work Week with clientele meet-ups outside office hours

**About You**:

- Minimum education requirement: Diploma from a local polytechnic in Singapore or a recognized degree in any field.
- Self-motivated, disciplined, and results-oriented.
- Excellent interpersonal and communication skills.
- Knowledge or interest in business finance/management is a plus.
- Positive attitude and willingness to learn.
- No prior experience required as training will be provided.

**Job Types**: Full-time, Permanent, Fresh graduate

**Salary**: $3,000.00 - $5,000.00 per month

**Benefits**:

- Professional development

Schedule:

- Flexible hours
- Monday to Friday
- Weekend availability

Supplemental pay types:

- 13th month salary
- Commission pay
- Performance bonus
- Signing bonus

**Education**:

- Local Polytechnic Diploma (preferred)

**Experience**:

- Investment: 1 year (preferred)

  • GRIT Trainee, Digital Learning Innovation

    5 days ago

    Singapore GRIT Trainee Full time

    Get 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...

  • Investment Management Trainee

    12 hours 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...

  • Investment Trainee

    2 weeks ago

    Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    **Responsibilities**: - **Learning and Development**:Investment trainees are expected to actively learn about various investment products, strategies, and the financial markets. - **Portfolio Management**:Assisting with tasks related to client portfolios, including monitoring performance, updating reports, and identifying potential opportunities. - **Client...

  • Investment trainee

    1 day ago

    Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

    Roles & 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...

  • Investment Management Trainee

    1 week 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...

  • Investment trainee

    7 days ago

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

    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...

  • Investment Trainee

    2 weeks ago

    Singapore AUTOESTATE PRIVATE LIMITED Full time

    Roles & Responsibilities Key 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 Reporting: Conducting research on...

  • Investment Management Executive

    12 hours 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...

  • Private Investment Trainee

    7 days ago

    Singapore Private Advertiser Full time

    About 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...

  • Investment Management Trainee

    1 week ago

    Singapore Zenith Capital Full time

    We are looking for a trainee portfolio manager to join our team. In this entry-level position, you will be responsible for building strong relationships with clients and expanding your network. **Key Responsibilities**: - Utilize DISC Personality Assessment and Enneagram to enhance communication skills with clients. - Manage client investment portfolios...