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Wealth Management Trainee


SMART CONSULTANCY PTE. LTD.
4 days ago
Posted date
4 days ago
N/A
Minimum level
N/A
FinanceJob category
Finance
On The Job Training:

You'll have access to professional development, leadership development and financial planning and advice development training. Additionally, you'll have access to networking, business deep dives, one-on-one mentorship and a dedicated financial advisor mentor.

Great opportunity for those interested in wealth managment role.

Handling Wealth management including Wills & Trust, Family Office, Legacy/Inheritance, Estate Planning, Corporate finance and Tax Advisory.

Roles and Responsibilities: -

- Handle Client Investment Portfolio

- Expand Client Base

- Update Client for Investment Market Movement

- Send Client relevant information on the fund they invested

- Participating in Investment Events for client expansion

- Attending investment talks

- Organising Investment Seminars Events

Pre-requisites: -

- Government Diploma and Degree Holders.

- Positive and high energetic individual who is result driven

- Possess strong interpersonal skills

- Cheerful and Sociable

- Preferably bilingual.

- Mentor and Intensive training provided.

- Fun working environment with Oversea incentives trip provided

- Lots of teamwork and mentorship
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JOB SUMMARY
Wealth Management Trainee
SMART CONSULTANCY PTE. LTD.
Singapore
4 days ago
N/A
Full-time

Wealth Management Trainee