Investment Management Trainee

*Job Description:*

We are looking for a trainee portfolio manager to join our team. In this entry-level position, you will be responsible for building strong relationships with clients and expanding your network.

*Key Responsibilities:*

- Manage client investment portfolios and make informed decisions.

- Evaluate risk and reward trade-offs across various financial instruments, such as bonds and derivatives.

- Chart investment goals for in-house clients

- Assist in Family Office set ups and Trust set-ups for UHNW Clients.

Utilize DISC Personality Assessment and Enneagram to enhance communication skills with clients.

*Compensation:*

- Competitive base salary of $3,500 to $6,000 (before commission and bonuses)

- Attractive commission and bonus structures based on individual and team performance

- Generous annual leave and annual company trips to Asia-Pacific and Europe/USA

- Comprehensive training program to support career development, including investments, neuro-linguistic programming, and leadership.

- This is an excellent opportunity to advance your career based on performance. If you have a passion for finance and are eager to learn and grow, we encourage you to apply.

*Other Information*

- Office 5mins walk from Tanjong Pager MRT

- Working hours 10am - 5pm, 5 Days Work Week with clientele meet-ups outside office hours

*About You:*

- Minimum education requirement: Diploma from a local polytechnic in Singapore or a recognized degree in any field.

- Self-motivated, disciplined, and results-oriented.

- Excellent interpersonal and communication skills.

- Knowledge or interest in business finance/management is a plus.

- Positive attitude and willingness to learn.

- No prior experience required as training will be provided.

*Job Type: Full-time*

Pay: 3,500.00 (SGD)-6,000.00 (SGD) per month

*Benefits:*

Professional development

*Education:*

Local Polytechnic Diploma (Required)

*Experience:*

Investment: 1 year (Preferred)

Work Location: Hybrid remote in Singapore 089315