Management Trainee

10 hours ago


Queenstown, Singapore THE HANDYMAN PRODUCTIONS PTE. LTD. Full time

Description:

- ⁠ ⁠Perform in-depth financial needs assessments for clients to understand their financial objectives, risk tolerance, and current financial position
- ⁠ ⁠Create and implement tailored financial plans and investment strategies
- ⁠ ⁠Foster and maintain strong client relationships through regular follow-ups, reviews, and exceptional customer service
- ⁠ ⁠Evaluate clients' financial situations by reviewing cash flow and net worth statements
- ⁠ ⁠Understand clients' goals and objectives, providing suitable financial and investment solutions to meet their needs
- ⁠ ⁠Review investment policy statements with clients to assess their risk profile, time horizon, and asset allocation
- ⁠ ⁠Recommend appropriate financial products to address clients' needs using the company's available instruments
- ⁠ ⁠Monitor financial markets and industry trends to ensure existing clients' portfolios remain well-managed and aligned with their goal

⁠Requirements:
21 to 35 year old
Minimum Diploma / A-Level cert holders

**Benefits**:
**Salary**: $3k-$3.5k with commisions
Mondays-Fridays 10am-5pm
Hybrid

Pay: From $3,000.00 per month

Schedule:

- Monday to Friday

Work Location: In person



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