Location: Newton, Central Region (Hybrid)
Job Type: Full time
Salary: $3,000 – $4,500 per month
What you’ll be doing
- Learn wealth management to deliver high-quality financial planning and investment advisory services to individual and corporate clients
- Conduct client research, profile analysis, and investment product research to identify suitable solutions
- Prepare comprehensive financial reports, proposals, and presentations for clients
- Liaise with internal teams and external partners to ensure seamless client service delivery
- Participate in ongoing training and professional development programs to expand your knowledge and skills on Investments, Savings, Legacy planning, Estate planning, Wills & Trust and then some.
What we’re looking for
- SINGAPOREANS ONLY!
- Local recognized Diploma and Degree in any field.
- Excellent communication and interpersonal skills with the ability to build strong client relationships
- Strong analytical and problem-solving skills with attention to detail
- Keen interest in the financial services industry and a passion for wealth management
- Willingness to learn and adapt to a dynamic, cozy and vibrant work environment
What we offer
We are committed to supporting your professional growth and personal wellbeing. As a Management Trainee, you will have access to:
- Comprehensive training and mentorship program to accelerate your career development
- Competitive remuneration , high commission and performance-based bonuses
- Opportunities for career advancement
- Collaborative and inclusive work culture that values work-life balance.
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