Wealth Management Trainee

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

Job summary

A leading financial firm in Singapore is seeking a Wealth Management Trainee to develop financial strategies, conduct analyses, and work with clients. The role offers flexibility with a hybrid work model and includes comprehensive training for aspiring finance professionals.

Benefits

Flexible schedule

Professional development

Qualifications

• Bachelor's degree in finance or similar.
• Strong analytical skills and proficiency with Microsoft Excel.
• Excellent communication skills.

Responsibilities

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

Skills

Analytical skills

Communication

Team collaboration

Critical thinking

Problem-solving

Time management

Education

Bachelor's degree in finance, Accounting, Economics, Business Administration, or a similar field

Tools

Microsoft Excel

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