Jobs

    Wealth Trainee - Singapore - EQUE PTE. LTD.

    EQUE PTE. LTD.
    EQUE PTE. LTD. Singapore

    3 days ago

    Default job background
    InternshipSHIP
    Description
    Roles & Responsibilities

    JOB DESCRIPTION

    · Participate in training sessions, workshops, and seminars to acquire knowledge and skills in wealth management

    · Study financial markets, investment products, and industry regulations to stay informed and up-to-date

    · Shadow experienced wealth managers and financial advisors to observe client interactions and wealth management strategies

    · Assist in building and maintaining relationships with clients by providing excellent customer service and support

    · Communicate with clients to understand their financial goals, objectives, and risk tolerance

    · Collaborate with wealth managers to develop personalized financial plans and investment strategies for clients

    · Analyze clients' financial situations, including income, expenses, assets, and liabilities

    · Assist in preparing financial reports, projections, and analyses to support decision-making

    · Learn to assess investment opportunities and recommend suitable investment options based on clients' objectives and risk profiles

    · Learn about company's products, estate planning, and tax strategies to help clients preserve and grow their wealth

    JOB REQUIREMENTS

    · Diploma and above

    · Excellent communication and interpersonal skills

    · Analytical mindset with attention to detail

    · Ability to work well in a team environment

    EA Reg. Number: R

    EA License Number: 22C1278

    Tell employers what skills you have

    Wealth Management
    Investment Strategies
    Tolerance
    Investment Analysis
    Interpersonal Skills
    Tax
    Wealth
    Investment Management
    Attention to Detail
    Investment Reporting
    Estate Planning
    investment portfolio
    Customer Service
    Business Development

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