We are looking for self-motivated individuals who are looking to develop their career in the financial/sales industry to join our expanding team established in 2020 by seasoned sales & marketing leaders across various industries.
As a Investment Wealth Trainee, your Key Responsibilities are:
- Access clients' financial situations and assist clients to achieve their short & long term financial goals. (Investment strategies, wealth management, retirement planning)
- Prepare reports catered to each client's needs.
- Source for client acquisition and retention.
- Portfolio management.
Who We're Looking For:
- Passionate about helping people
- Self-driven and determined
- Possesses a relentless drive to succeed
- Good self & time management
- Great sense of key leadership capabilities
Requirements:
- We welcome fresh graduates and ORD personnel!
- No experience is needed (training and mentorship is provided!)
- Minimum 21 years old
- Singaporean Citizen/PR
- Minimum "A" Levels / Diploma holder or equivalent
- Candidates with relevant experience in the financial/sales industry will be advantageous.
If you fit the above criteria, we would like to hear from you. A fulfilling career with work-life balance awaits you, click on "I'm Interested" to apply now!