Wealth & Property Trainee: Build High-Value Portfolios

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

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.