Management Trainee

PVG SEA PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading Wealth Management firm in Singapore is seeking candidates for its Management Associates program. This role offers mentorship and development opportunities in financial services, focusing on client engagement and financial planning. Ideal candidates are entrepreneurial undergraduates with strong communication skills. You will network, present financial solutions, and work alongside industry professionals. This position leads towards potential management roles with significant career advancement opportunities.

Benefits

Overseas Incentive Trips

One to One Mentorship

Financial Services Certificates

Qualifications

• Entrepreneurial mindset required for engaging clients in Wealth Management.
• Strong communication skills for effective client presentations.
• Ability to develop comprehensive financial solutions.

Responsibilities

• Network at private events and social functions.
• Present value propositions to potential clients.
• Develop tailored financial solutions for clients.

Skills

Entrepreneurship flair

Financial planning skills

Effective communication

Education

GCE 'A' Level Certificate / International Baccalaureate Diploma / Polytechnic Diploma

Undergraduates from recognized degree programmes

Job description

About this Opportunity

At iAM, your success is our testament! Our organisation is not your usual run-of-the-mill organisation where you are solely valued based on your results. We believe in people development and our organisational culture is centered around the motto “If you do what you love, you'll never work a day in your life.”

This is an opportunity to be part of one of the largest organisations, where we will nurture you to your full potential while achieving your desired success level. In this Management Associates program, you will get the opportunity to work with a highly driven and motivated team who will personally mentor and guide you.

Under this program, we have a structured system to provide you with the necessary skills and knowledge that you will require in Wealth Management.

Learning Outcome

• The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment & management
• Estate, Legacy and Investment Planning for Mass Affluent and High Net Worth clientele
• Effective and Powerful Sales & Marketing Techniques
• Business Succession Planning and Risk Management for Business Owners

Job Description

• Network at private events and social functions
• Present our value proposition to potential clients who occupy the Mass Market Affluent (MMA) and HNWI strata
• Create cogent and compelling financial solutions to meet prospective clients' risk management, wealth accumulation and financial systemisation needs
• Engage with existing clients and build further inroads into their social networks
• Educate and empower the public through speaking at engagements and other events
• Liaise with affiliated legal, accountancy, medical and other finance professionals to perform integrated, holistic and universal financial management for clients and their respective business interests

Career Prospects

• Overseas Incentive Trips
• 2 - 4 years promotion route to Manager
• Coached by Award Winning Industry Practitioners
• One to One Knowledge and Skill Mentorship
• Personal Development and Team Building Training
• Career Opportunities for Management Position
• Awarded with Financial Services Certificates

Requirements

• Entrepreneurship flair
• 3rd or final year tertiary undergraduates from local universities or private institutions offering a recognised degree programme
• Candidate must possess at least a GCE ‘A’ Level Certificate / International Baccalaureate Diploma / Polytechnic Diploma or equivalent