Investment Trainee (Students)

WPGROUP PTE. LTD.; Singapore; Hybrid; SGD 20,000 - 60,000; Part time

Job summary

A financial services company in Singapore is seeking motivated students for an investment trainee role. This position offers first-hand experience in finance, mentorship from seasoned advisors, and opportunities for professional growth. Ideal candidates are self-motivated and interested in personal finance. Flexible hours are available to manage studies alongside work.

Benefits

Industry Certifications recognized by MAS

Practical Financial Skills

Close Guidance from experienced advisors

Opportunities for Growth

Collaborative Team Environment

Flexible Hours

Qualifications

• Good interpersonal and communication skills.
• Self-motivated, disciplined, and willing to learn.
• Interest in personal finance and professional development.

Responsibilities

• Support clients in budgeting and financial protection.
• Acquire new clients.
• Work closely with mentors for financial solutions.
• Build rapport and maintain client relationships.
• Participate in training sessions and development programs.
• Stay informed about financial products and market updates.

Skills

Interpersonal skills

Communication skills

Self-motivated

Willing to learn

Performance driven

Education

Current students or fresh graduates in any field of study

Job description

Overview

We are inviting motivated students to join us as investment Trainee. This role provides first‑hand experience in the financial services industry, equipping you with knowledge and skills that go beyond the classroom. You’ll be guided by experienced professionals while learning how to make sound financial decisions for yourself and others — all while balancing your academic commitments.

Responsibilities

• Support clients in areas such as budgeting, financial protection, and investment related advise.
• New client acquisition
• Work closely with mentors to understand and deliver suitable financial solutions.
• Build rapport with clients and maintain ongoing relationships.
• Take part in structured training sessions and professional development programmes.
• Stay informed about financial products, market updates, and industry guidelines.

What You’ll Gain

• Industry Certifications recognised by MAS
• Practical Financial Skills
• Close Guidance from seasoned advisors and mentors
• Opportunities for Growth in leadership, communication, and client management
• A Collaborative and Supportive Team Environment
• Valuable Work Experience to strengthen your resume and future career prospects
• Flexible Hours that allow you to manage both studies and work commitments

Requirements

• Current students or fresh graduate in any field of study.
• Good interpersonal and communication skills.
• Self‑motivated, disciplined, and willing to learn.
• Interest in personal finance and professional development.
• Performance Driven