Management Trainee (Financial Advisory - High Net Worth)

Cass Naomi Poh Organisation| Date Posted: 6-Dec-2019
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Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Globally, the growth of High Net Worth individuals (HNWIs) expanded by 10.6 per cent in 2017, breaking the US$70 trillion mark for the first time.


Capgemini’s latest World Wealth Report 2018 finds that more than 50% of HNWIs globally are interested in Big Tech wealth management, and as much as US$12 trillion in wealth could move to "Big Tech" firms the likes of Amazon, Google and Alibaba, should they decide to offer wealth management services.


The majority of HNWIs (64.3%) globally said they would use an improved system for locating a wealth manager, whether this is a firm-specific initiative or provided by a third party or parties. HNWIs also want more of a holistic proposition to get advice on areas like their business, philanthropy, estate planning and next-generation wealth transfer.


With continual shifts in the macro-economic, technological and consumer landscape, the Management Trainee (Financial Advisory – HNW) program is a quintessential management development program for preferred candidates to be mentored as part of our management team.



Job Background

  • Leverage on our unique business models to specialise in the areas of Asset Management, Risk Management, Estate and Legacy Planning
  • Every segment has a different need, work your way from the mass market and mass affluent, and eventually towards the under-served US$1M to US$5M segment
  • Build and Lead a team of like-minded aspirants in spearheading new business collaborations
  • Integrate with your passion or specialisation, and expand your network for the future


Job Requirements

  • Preferably mid-career with non-sales background
  • Experienced Bankers, Financial Consultants and Relationship Managers are welcome
  • Minimum Education: A-Level / Diploma by a Polytechnic in Singapore / Degree Holders
  • Minimum 21 years and above (MAS Requirement)
  • Singaporean only


Our Culture

  • Our team is made up of mid-career professionals from diverse backgrounds (engineers, teachers, traders, wedding planner, material planner, fashion and merchandising, etc) whom already excel at where they came from
  • We believe in becoming the average of the 5 successful persons that we work closely with
  • We aim to cultivate managers and business leaders through close guidance and mentorship
  • Positive, respectful and an open-sharing environment


Interested candidates are invited to apply with your detailed resume via Apply now, or SMS/Whatsapp to 9643 0711 for further discussion.


We regret that only shortlisted candidates will be notified.

Company Overview
Cass Naomi Poh Organisation