Management Trainee (Wealth Management)

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

Job summary

A leading financial services firm in Singapore is seeking enthusiastic individuals to engage with clients and provide financial solutions tailored to their needs. Candidates should be entrepreneurial-minded, in their final year of university, and possess a GCE ‘A’ Level or equivalent. This opportunity offers a clear pathway to management roles with a lucrative pay package after graduation and extensive mentorship for personal development.

Benefits

Pay package upon graduation of $100,000

Overseas incentive trips

Coaching by industry practitioners

Financial Services Certificates

Qualifications

• Must be a 3rd or final year tertiary undergraduate from local universities or private institutions offering a recognised degree program.
• Males must have completed National Service.

Responsibilities

• Network at private events and social functions.
• Present our value proposition to potential clients.
• Create financial solutions to meet clients' needs.
• Engage with existing clients to build networks.
• Educate the public through speaking engagements.

Skills

Entrepreneurship flair

Effective communication

Sales skills

Education

GCE ‘A’ Level Certificate / International Baccalaureate Diploma / Polytechnic Diploma or equivalent

Job description

About this Opportunity

At Ascension, 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.”

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

• $100,000 Pay Package upon Graduation
• 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
• Males must have completed National Service