Junior Investment Trainee (Entry-Level)

WOW STAFFING; Singapore; On-site; SGD 30,000 - 45,000; Full time

Job summary

A recruiting agency is seeking a motivated individual for the Junior Investment Trainee position in Singapore. This role offers training in wealth advisory, investment planning, and portfolio management, with hands-on coaching from senior mentors. Responsibilities include monitoring client portfolios, engaging prospects, and preparing investment proposals. Ideal candidates are self-driven and eager to learn, with opportunities for career growth and exposure to real-world investments in a supportive environment.

Benefits

Weekly coaching sessions

Direct mentorship

Clear career progression pathway

Qualifications

• Eager to learn and grow in wealth advisory.
• Prior experience in finance is an advantage but not required.

Responsibilities

• Assist in monitoring client investment portfolios.
• Research market movements and industry updates.
• Support senior consultants in preparing reports.

Skills

Self-driven

Good communication and interpersonal skills

Interest in investments

Resilience

Education

Fresh graduates are welcome

Job description

Our client are looking for a motivated and growth-driven individual to join our team as a Junior Investment Trainee. This role is ideal for someone who is keen to build a long-term career in wealth advisory, investment planning, and portfolio management.

About the Role

As a Junior Investment Trainee, you will support the advisory team in managing client portfolios, analysing market trends, and preparing investment recommendations. You will also be involved in client engagement activities and learn how to present investment solutions confidently.

This is a hands-on training role where you will receive step-by-step coaching from senior mentors and exposure to various financial products and strategies.

Key Responsibilities

• Assist in monitoring client investment portfolios and preparing performance summaries

• Research market movements, economic trends, and industry updates

• Support senior consultants in preparing investment proposals and financial reports

• Participate in client meetings, follow-ups, and relationship-building activities

• Engage new prospects through networking, events, or online platforms

• Promote investment products, insurance solutions, and wealth planning strategies

• Assist in planning and coordinating investment workshops, webinars, and client education events

• Build a personal client base with guidance from your mentor

Training & Development

We provide a structured development path to help you grow into a full‑fledged advisor:

• Weekly coaching sessions with an assigned mentor

• Monthly briefings with fund managers and industry specialists

• Product mastery trainings on investments, insurance, estate planning, and retirement planning

• Skills development workshops on communication, presentation, and advisory strategies

• Continuous professional development and opportunities to pursue industry certifications

Who We’re Looking For

• Self‑driven, proactive, and eager to learn

• Good communication and interpersonal skills

• Interest in investments, financial planning, and wealth management

• Positive, resilient, and able to work in a performance‑driven environment

• Prior experience in finance is an advantage but not required

• Fresh graduates are welcome to apply

What You’ll Gain

• Real‑world investment exposure

• Direct mentorship from experienced advisors

• Clear career progression pathway

• Opportunities to build your own portfolio of clients

• A rewarding and fast‑growing environment for those who enjoy learning and challenges