Fund Investment Trainee

JA CREATIONS PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services company in Singapore seeks a Fund Investment Trainee to assist the investment team in monitoring clients' portfolios. Responsibilities include analyzing funds, maintaining client relationships, and preparing reports. The ideal candidate is positive, sociable, and driven, with an openness to learning in a dynamic environment. This role offers competitive salary up to 8k based on performance and various benefits like health insurance and flexible work arrangements.

Benefits

Additional leave

Employee assistance programme

Employee discount

Flexible schedule

Health insurance

Parental leave

Work from home

Qualifications

• Recognised degree or local polytechnic diploma.
• Positive and high energetic individual who is result driven.
• Possess strong interpersonal skills.
• Cheerful and Sociable.
• Entry level Candidates or with NO experience are welcomed too.

Responsibilities

• Assist and handle client's investment portfolio.
• Analysis various funds such as Amundi, Architas and more.
• Maintain good relationship with customers.
• Handling clients' clarification and queries.
• Prepare reports for clients.
• Must be sociable and a good team player.

Job description

The Fund Investment Trainee helps the investment team to monitor clients' portfolio and assist the senior manager to advise clients on investment. Collaborate hand in hand with the fund managers. On-the-job learning starts immediately when you are placed in your role. There will be training cater to individual learning. Relevant industry experience will be an added advantage but not a pre-requisite. You will need to be self-driven, positive and result-oriented.

Roles and Responsibilities

• Assist and handle client's investment portfolio
• Analysis various funds such as Amundi, Architas and more.
• Maintain good relationship with customers
• Handling clients' clarification and queries
• Prepare reports for clients
• Must be sociable and a good team player

Pre-requisites

• Recognised degree or local polytechnic diploma
• Positive and high energetic individual who is result driven
• Possess strong interpersonal skills
• Cheerful and Sociable
• entry level Candidates or with NO experience are welcomed too
• Fun working environment with oversea incentives trip provided
• A lot of teamwork and mentorship
• Selected candidate will be groomed for fast tracked management career

Salary can be up to 8k based on performance!! (Inclusive of attractive allowances and bonuses) Only Shortlisted candidates will be invited for an interview to assess your suitability for the role.

Benefits

• Additional leave
• Employee assistance programme
• Employee discount
• Flexible schedule
• Health insurance
• Parental leave
• Work from home