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