- Singapore
Kerja Sepenuh Masa Investment Planning Trainee, Gaji tinggi SGD 5,000 di Wealth Asia - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Gain hands-on exposure to investment planning and wealth management while learning how financial consultants work with clients to understand their financial objectives.
You will receive guidance from experienced consultants and gradually build your understanding of investment concepts, client servicing, and financial planning. No prior industry experience is required.
What You’ll Learn:
Fundamentals of investment and wealth planning
Basic financial market and investment concepts
Client communication and relationship management
Preparation for client planning discussions
Practical approaches to understanding client needs
Key Responsibilities:
Support consultants with client preparation and follow-ups
Assist with investment and wealth planning activities
Participate in client outreach and engagement
Help prepare relevant information for planning discussions
Attend training sessions, team discussions, and learning activities
Requirements:
Local Diploma, A’ Levels, or Degree in any discipline
Students and fresh graduates are welcome
Interest in finance, investment, or wealth management
Positive attitude with a willingness to develop new skills
At Wealth Asia, we understand that navigating your financial future can feel overwhelming. That's why we offer a holistic approach to wealth management, combining powerful solutions with personalized guidance.
Think of us as your financial partner, here to simplify the complex and streamline the process.
You will receive guidance from experienced consultants and gradually build your understanding of investment concepts, client servicing, and financial planning. No prior industry experience is required.
What You’ll Learn:
Fundamentals of investment and wealth planning
Basic financial market and investment concepts
Client communication and relationship management
Preparation for client planning discussions
Practical approaches to understanding client needs
Key Responsibilities:
Support consultants with client preparation and follow-ups
Assist with investment and wealth planning activities
Participate in client outreach and engagement
Help prepare relevant information for planning discussions
Attend training sessions, team discussions, and learning activities
Requirements:
Local Diploma, A’ Levels, or Degree in any discipline
Students and fresh graduates are welcome
Interest in finance, investment, or wealth management
Positive attitude with a willingness to develop new skills
At Wealth Asia, we understand that navigating your financial future can feel overwhelming. That's why we offer a holistic approach to wealth management, combining powerful solutions with personalized guidance.
Think of us as your financial partner, here to simplify the complex and streamline the process.
Peringatan Penting
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