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 client’s financial and investment portfolio; align financial plans with their established objectives
- Send client relevant information on the fund they invested
- Provide professional financial advisory services to client on investment market movement and present investment opportunities
- Participate in investment events and talks by Top Fund houses
- Connect and maintain a long term relationship with clients and expand client network

**Career Benefits**:

- Monthly pay package $3000 - $5000
- Attractive commission + quarterly Bonuses
- Annual Leave & Medical benefits
- Monthly investment training by Top Fund houses
- Mentorship & in house training
- Communication & personal development training
- Leadership & Management courses
- Flexible working hours after initial training phase
- Plan & manage client’s financial and investment portfolio; align financial plans with their established objectives
- Send client relevant information on the fund they invested
- Provide professional financial advisory services to client on investment market movement and present investment opportunities
- Participate in investment events and talks by Top Fund houses
- Connect and maintain a long term relationship with clients and expand client network

Diploma/ Advance Diploma


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