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(RLA) Wealth Trainee - Fresh graduates / Internship

Eque Pte. Ltd.

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0-1 Years
3,000 - 4,000 monthly SGD
23 days ago
93 Viewed
0 Applied

Job Description

Working location: Alexandra

Working hours: 10am to 5pm (Mon to Fri)

JOB DESCRIPTION

. Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management

. Study financial markets, investment products, and industry regulations to stay informed and up-to-date

. Shadow experienced wealth managers and financial advisors to observe client interactions and wealth management strategies

. Assist in building and maintaining relationships with clients by providing excellent customer service and support

. Communicate with clients to understand their financial goals, objectives, and risk tolerance

. Collaborate with wealth managers to develop personalized financial plans and investment strategies for clients

. Analyze clients financial situations, including income, expenses, assets, and liabilities

. Assist in preparing financial reports, projections, and analyses to support decision-making

. Learn to assess investment opportunities and recommend suitable investment options based on clients objectives and risk profiles

. Learn about company's products, estate planning, and tax strategies to help clients preserve and grow their wealth

JOB REQUIREMENTS

. Diploma and above

. Excellent communication and interpersonal skills

. Analytical mindset with attention to detail

. Ability to work well in a team environment

EA Reg. Number: R21100629

EA License Number: 22C1278

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Last Updated: 10-07-2024 03:47:23 PM
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