Key Responsibilities
Responsibilities for an investment trainee (advisory) position typically include:
- Financial Analysis: Conducting research on economic, political, and financial data to identify trends, track investment performance, and evaluate risk.
- Market Research: Researching financial markets, industries, and various investment products (equities, bonds, unit trusts, ETFs, etc.) to inform investment strategies and solution development.
- Portfolio Support: Assisting with the management, monitoring, and rebalancing of client investment portfolios, ensuring alignment with client goals and risk tolerance.
- Client Interaction: Supporting senior advisors in client meetings, preparing presentation materials and reports, maintaining client relationships, and responding to inquiries.
- Reporting and Documentation: Preparing various financial reports, performance summaries, and market updates for both clients and internal teams.
- Compliance: Ensuring all activities and recommendations adhere to internal guidelines and regulatory requirements, such as those set by the Monetary Authority of Singapore (MAS).
- Strategy Development: Contributing to the creation of personalized investment solutions, which may cover areas like wealth preservation, estate planning, and risk management.
- Administrative Tasks: Performing various investment-related administrative and troubleshooting activities as needed to support the advisory team.
