Wealth Management Trainee
About the role
Embark on an exciting career in wealth management with a leading financial services firm in the Central Region. As a Wealth Management Trainee, you will play a vital role in supporting our clients' financial goals and aspirations. This full-time position offers extensive training and development opportunities to help you become a successful wealth management professional.
What you'll be doing- Assist wealth management advisors in delivering 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 program to expand your knowledge and skills
Candidates must possess at least:
- A full certificate in GCE "A" Level,
- International Baccalaureate Diploma Qualification,
- Diploma awarded by a Polytechnic in Singapore, or any academic
- qualification which is equivalent to the above requirements.
- Singaporeans only.
What we offer
We believe in supporting our employees' personal and professional development. You'll enjoy a competitive package **"Terms & Conditions apply. Commissions & Incentives are payable based on individual performance." opportunities for growth and advancement, and a supportive, inclusive vibrant work environment.
Apply now to become our next Wealth Manager and join our growing team!