Wealth Management Trainee

A finance and wealth management company in Singapore is seeking a Trainee to join their Wealth and Financial Planning Team. This role offers hands-on experience through structured mentorship, including project ownership and training in both hard and soft skills. The ideal candidate will engage in real-world challenges and contribute to various team projects...

Get to Know the Team GrabInsure is the insurtech arm of Grab operating as an insurance company and insurtech. The unit's mission is to enable affordable insurance solutions for the underserved communities of South-East Asia. Get to Know the Role This is a 6 months full-time onsite role based in Singapore as part of the GRIT Programme. This role will support...

**Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...

A leading delivery service provider is offering a 6-month full-time onsite GRIT Trainee Programme in Singapore. You will support the GrabMart team, gain hands-on experience in operational and campaign management, and build foundational skills while contributing to the team's growth. The role includes tasks like coordinating campaign assets, maintaining a...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

Job Description & Requirements We are one of the leading Independent Wealth Advisors in Asia Pacific. We are dedicated towards providing investment advice free of conflict of interest by ensuring we represent our client interests to various banks and financial institutions. We are now seeking an Investment Analyst Trainee to join our team of Investment...

Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...