Opening for Wealth Management Trainee (Fresh Graduates Only)

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Data Analytic & Optimisation
Data Analytic & Optimisation
Data Analytic & Optimisation
Leadership Skill
Data Analytic & Optimisation
Entrepreneur Skill
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Financial Knowledge
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Client Management

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Positions Available


Wealth Management Trainee (Fresh Graduates Only)

Wealth Management Trainee (Fresh Graduates Only)

 (Basic $3,000 - $4,000 + Bonus + Commission + Incentive)

What you will do


  • Execute the vision of the company by providing financial planning, insurance and investment services to clients
  • Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
  • Work with support staff to establish client records and update their files
  • Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
  • Act as liaison to insurance providers and other financial professionals

 

What we look for


  • At least Local Diploma/ Advanced/ Higher/ Graduate Diploma in any field
  • Required language (S) English
  • With or without experience are welcome to apply
  • Singaporeans only
  • Minimum Age requirement 21 years old (MAS required)

 

What we offer


  • Training provided by top professional trainers to help build Hard Skill, Soft Skill and Mind Skill
  • 1 to 1 Mentorship guidance
  • Client Based Provided
  • Friendly and Fun Working Environment
  • Opportunity for Career Advancement
  • High Basic
  • Bonuses + Commissions + Incentives (Overseas Trips)


  

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