Private Investment Trainee

Private Advertiser; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading wealth advisory group in Singapore seeks a Private Investment Trainee to engage with clients and help manage their investment portfolios, integrating property and finance. Ideal candidates are self-driven and hold relevant diplomas or degrees. This role offers mentorship and extensive training opportunities alongside experienced professionals in the field.

Benefits

Continuous mentorship

Real-world learning opportunities

Leadership development track

Qualifications

• Recognized Diploma or Degree holders (Finance, Business, or Real Estate a plus).
• Self-driven, positive, and result-oriented individuals.
• Strong interpersonal and communication skills.

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

Interpersonal skills

Communication skills

Self-driven

Team player

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 sector 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 ecosystem.

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 dynamic team redefining wealth management through a blend of property expertise and investment advisory.
• Expect continuous mentorship, real‑world learning, and opportunities to work alongside experienced fund house managers and client strategists.

"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.