Jobs

    Investment Management Trainee - Singapore - SUMMIT PLANNERS CRUSADERS PTE. LTD.

    SUMMIT PLANNERS CRUSADERS PTE. LTD.
    SUMMIT PLANNERS CRUSADERS PTE. LTD. Singapore

    2 weeks ago

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    Description
    Roles & Responsibilities

    What do you think about a job that provides you with:


    • Flexible hours. Have the freedom to plan your own work schedule


    • Opportunity to engage with different levels of market


    • Achievable high income goals


    • For professionals looking for career change and work-life balance, matching salary plus attractive bonuses


    • Personal development plans. Designed with considerations of your individual strengths and business needs.


    • Fast career track to management path


    • Comprehensive training program on financial skills and knowledge


    • Competitive compensation package with attractive bonuses and incentive trips

    If you answered YES to these, then this is the RIGHT JOB for YOU

    The role as a Investment Management Trainee will be to develop & maintain good relationsips with clients and learn to expand your network with them on various financial matters.

    Manage and make critical decisions on client's investment portfolio, advice on matters relating to asset management - mortgage financing etc.

    Responsibilities

    Learn and map out investment objectives for clientele using their CPF and Cash portfolio.

    -Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.

    Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc

    Build long term relationships with clients

    Underwrite, analyse and close finance deals.

    About You...


    • Independent, driven and resourceful


    • Aspires to be an entrepreneur and have the energy, drive and ambition to succeed


    • An interest or knowledge in business finance/management will be an added advantage


    • A positive attitude and willingness to learn


    • No experiences required as training will be provided


    • English and Mandarin speaking preferred


    • Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent

    Tell employers what skills you have

    Wealth Management
    Sales
    Asset Management
    Investment Analysis
    Interpersonal Skills
    Investment Management
    Versatility
    Communication Skills
    Team Player
    Personal Development
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