Wealth Management Trainee (Sales)

About the Role

We are looking for driven, passionate and hardworking individuals to help affluent clients to grow their wealth and broaden our clientele base.

Responsibilities

• Identify clients needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its impacts to clients portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients objectives and needs
• Provide regular reviews and analytical reports on clients investment portfolio
• Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
• Coordinate efforts in delightful experiential events and seminars for existing and prospective clients

Who We Are

We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades.

We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset.

Benefits:

Full spectrum structured training from wide array of high net worth investment products to analytical tools

Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists

Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements

Dedicated mentorship program with on-the-job training with experienced mentors

Flexible work hours

Flexible leave arrangements

Well-rounded office facilities including gym, shower and swimming pool

Spacious common space with fragrant selection of coffee and tea

Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants

Attractive rewarding remuneration bonus

Fun-filled recreational & sports activties

Minimum qualification: Diploma

Your needs are our concern.