Investment Management Trainee

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...

**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...

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...

**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...

**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...

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...

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...