Investment Management Trainee

**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...

**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...

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...

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...

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...

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...

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...

*Investment Trainee* If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for! HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS Working Days: 5.5 days work week Working Location: Islandwide (Fixed working location nearest to you!) Great career opportunities!!! Key Responsibilities: - **Financial...

The Fund Investment Trainee helps the investment team to monitor clients' portfolio and assist the senior manager to advise clients on investment. Collaborate hand in hand with the fund managers. On-the-job learning starts immediately when you are placed in your role. There will be training cater to individual learning. Relevant industry experience will be...

Description: The Junior Investment Trainee helps to monitor client's portfolio on a daily basis and advise clients on investments. Sales and advise potential clients on investment funds, insurance, Wills & Trust, Estate Planning, Legacy Planning and other wealth management issues. Working hand in hand with the Fund House Managers. There will be training...