Investment Trainee (Students) - Islandwide, SG

Roles & Responsibilities

Overview

We are inviting motivated students to join us as investment Trainee. This role provides first-hand experience in the financial services industry, equipping you with knowledge and skills that go beyond the classroom. You’ll be guided by experienced professionals while learning how to make sound financial decisions for yourself and others — all while balancing your academic commitments.

Responsibilities

• Support clients in areas such as budgeting, financial protection, and investment related advise.
• New client acquisition
• Work closely with mentors to understand and deliver suitable financial solutions.
• Build rapport with clients and maintain ongoing relationships.
• Take part in structured training sessions and professional development programmes.
• Stay informed about financial products, market updates, and industry guidelines.

What You’ll Gain

Requirements

Tell employers what skills you have

Wealth Management

Training Management

Sales

Service Orientation

Leadership

Classroom

Teaching

Investment Analysis

Interpersonal Skills

Investment Management

Versatility

Communication Skills

Budgeting

Team Player

Financial Services