Wealth Management Trainee

Happy Forest Pte. Ltd.; Singapore; Hybrid; SGD 20,000 - 60,000; Full time

Job summary

A financial services company in Singapore is seeking a Wealth Management Trainee to assist clients with financial strategies and investment planning. The role involves research, quantitative analyses, and client communication. Ideal candidates will hold a relevant Bachelor’s degree and possess strong analytical and communication skills. The position offers a monthly salary range of $3,500 to $8,000 and includes benefits such as a flexible schedule and professional development opportunities. This is a full-time, hybrid role with expected working hours of 44 per week.

Benefits

Flexible schedule

Professional development

Qualifications

• Bachelor's degree in finance or a related field.
• Strong analytical skills and proficiency with Microsoft Excel.
• Excellent written and verbal communication skills.

Responsibilities

• Develop and implement financial strategies and investment planning.
• Conduct research and quantitative analyses for clients.
• Communicate analyses and recommendations to clients.

Skills

Strong analytical skills

Proficiency with Microsoft Excel

Excellent written and verbal communication skills

Ability to work collaboratively

Critical thinking

Problem-solving

Time management skills

Education

Bachelor's degree in Finance, Accounting, Economics, or Business Administration

Job description

Role Description

This is a full-time hybrid role for a Wealth Management Trainee located in Singapore, with flexibility for remote work. As a trainee, you will work with clients to develop and implement financial strategies, investment planning, and risk management strategies. You will also be responsible for performing research, conducting quantitative analyses, and communicating analyses to clients. You will work with various stakeholders in the organization to meet client needs and provide recommendations.

Qualifications

• Bachelor's degree in finance, Accounting, Economics, Business Administration, or a similar field.
• Strong analytical skills and proficiency with Microsoft Excel.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a team environment and build strong relationships with colleagues and clients.
• A passion for finance and investments, and a desire to learn and grow in the industry.
• Critical thinking, problem-solving, and time management skills.
• Candidates with relevant certifications (e.g., CFA, CPA, or CFP) are highly preferred.

Job Types: Full-time, Part-time, Contract, Temporary, Student job

Contract length: 24 months

Pay: $3,500.00 - $8,000.00 per month

Expected hours: 44 per week

Benefits:

• Flexible schedule
• Professional development

Schedule:

• Day shift
• Early shift
• Monday to Friday

Supplemental Pay:

• Commission pay
• Performance bonus
• Signing bonus
• Yearly bonus

Work Location: Hybrid remote in Singapore 189773