Wealth Management Trainee (Sales) - FLAIR 88 MARKETING PTE. LTD.

Roles & Responsibilities

About the Role

We are looking for driven, passionate and hardworking individuals to help affluent clients to grow their wealth and broaden our clientele base.

Responsibilities

• Identify clients' needs through our proven effective in-house diagnostic testing
• Keep abreast of market news and its impacts to clients' portfolios
• Curate customised holistic portfolio with detailed analytics
• Recommend viable solutions to meet clients' objectives and needs
• Provide regular reviews and analytical reports on clients' investment portfolio
• Embark on a hands-on mentorship journey from dedicated veterans with each of them having at least 10 years of financial advisory experience
• Coordinate efforts in delightful experiential events and seminars for existing and prospective clients

Who We Are

We are a young team comprising of 20+ members who are rapidly growing. More than half of the team have achieved stellar perrformance and numerous industry-wide recognised accolades.

We believe in living with flair by advocating work-life balance with work-hard-play-harder mindset.

Benefits :

✅ Full spectrum structured training from wide array of high net worth investment products to analytical tools

✅ Robust integrated support system with award-winning CIO investment team, market research, fund houses, IT, ops and product specialists

✅ Attentive leaders who are constantly listening to the needs on the ground and implement effective enhancements

✅ Dedicated mentorship program with on-the-job training with experienced mentors

✅ Flexible work hours

✅ Flexible leave arrangements

✅ Well-rounded office facilities including gym, shower and swimming pool

✅ Spacious common space with fragrant selection of coffee and tea

✅ Centralised location with extensive food choices from local hawker delights, cafes to gourmet dining restaurants

✅ Attractive rewarding remuneration bonus

✅ Fun-filled recreational & sports activties

Minimum qualification : Diploma

Your needs are our concern.

Tell employers what skills you have

Sales

Risk Management Solutions

Investment Advisory

Investments

Wealth

Private Banking

Mentorship

Portfolio Management

Networking

New Business Development

Banking

Finance

Financial Services

Customer Journeys