Job description for Finance Management Trainee at Prestige Corporate Services Pte Ltd
We are seeking driven and client-focused individuals to manage and grow relationships across a diverse portfolio of clients. This role centres on providing tailored financial strategies and helping clients work towards their long-term financial objectives through structured planning and portfolio solutions.
Job Responsibilities:
Consultative Planning: Conduct comprehensive financial planning sessions to help clients navigate wealth preservation and growth.
Portfolio Management: Construct and manage clients' portfolios incorporating a wide array of instruments with Funds including Equities, ETFs, Unit Trusts, and Bonds.
Digital Wealth Management: Utilize the iFast platform for seamless client onboarding, portfolio monitoring, and integrated wealth solutions.
Business Development: Support business development initiatives through networking, engagement and relationship-building opportunities.
Job Type
Entry level. Full-time and part-time positions available.
Flexible working hours, hybrid work option available.
No prior experience in finance or investment required.
Eligibility Requirements
Candidates must possess one of the following academic minimum entry requirements:
A full certificate in GCE 'A' Level;
International Baccalaureate Diploma qualification;
Diploma awarded by a Polytechnic in Singapore.
What you can expect:
Full onboarding support
Structured training roadmap for all newcomers
One on one mentorship will be provided
Career advancement to senior executive and managerial roles
A supportive environment with access to professional branding materials and corporate training infographics
