Private Investment Trainee

Private Advertiser; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A wealth advisory group in Singapore seeks a Private Investment Trainee to engage clients, monitor portfolios, and advise on investment strategies. You'll work directly with senior advisors and fund managers to help clients grow and manage their assets. The role includes structured mentorship, exposure to high-net-worth clients, and collaboration within a dynamic team environment. This position offers a unique opportunity to learn how to integrate property wealth with investment portfolios, shaping the future of wealth management.

Benefits

Hands-on mentorship

Monthly Masterclasses

Leadership and Management Development Track

Qualifications

• Recognized Diploma or Degree holders in relevant fields.
• Self-driven, positive, and result-oriented individuals.
• Strong interpersonal and communication skills required.

Responsibilities

• Engage clients to structure and grow their wealth portfolios.
• Monitor client portfolios and provide market insights.
• Advise clients on investment funds and wealth strategies.

Skills

Strong interpersonal and communication skills

Self-driven and result-oriented

Adaptability and teamwork

Education

Diploma or Degree in Finance, Business, or Real Estate

Job description

About the Role

Join a fast-growing wealth advisory group that bridges property and investment portfolios for clients across Singapore’s affluent landscape.
As a Private Investment Trainee, you will work directly with senior wealth advisors and fund managers to help clients grow, diversify, and manage their assets strategically, from property holdings to global investment funds.

This is more than a sales role. It is a launchpad into the world of high-value advisory, where finance meets property and lifestyle.

What You’ll Do

• Engage clients from the property ecosystem to structure and grow their wealth portfolios.
• Monitor client portfolios daily and provide market insights, fund analysis, and asset rebalancing ideas.
• Advise clients on investment funds and wealth strategies that complement property ownership.
• Organise premium investment and property seminars with fund houses and industry partners.
• Collaborate closely with portfolio and fund managers on client-centric investment strategies.
• Expand your network within the property and investment advisory landscape.

Training & Development

Every trainee will be mentored through a structured professional pathway designed to build confidence, product mastery, and long-term growth.

• Monthly Masterclasses by top global fund houses (HSBC, Franklin Templeton, Allianz, etc.)
• Property-Investment Integration Workshops to bridge property assets with investment portfolios
• Human Relations and Client Influence Training
• Leadership and Management Development Track for aspiring financial leaders

Who We’re Looking For

• Recognized Diploma or Degree holders (Finance, Business, or Real Estate a plus)
• Self-driven, positive, and result-oriented individuals
• Strong interpersonal and communication skills
• Cheerful, sociable, and adaptable team players
• Passionate about investments, property, and personal growth

Why Join Us

• Be part of a wealth advisory group with strong working relationships across Singapore’s leading real estate networks, giving access to a steady flow of property-centric clients
• Gain early exposure to HNW and UHNW clients within the property landscape
• Learn how seasoned advisors integrate property wealth with investment portfolios for long-term planning
• Receive hands-on mentorship, real-world advisory experience, and clear progression pathways
• Work in a collaborative environment alongside experienced advisors, fund managers, and industry partners

"Shape the future of wealth. Build portfolios that tell a story."

How to Apply

Forward your latest resume for an interview appointment.
Only shortlisted candidates will be notified.