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Investment trainee - D09 Cairnhill, Orchard, River Valley, SG

CORNERSTONE ADVISERS PTE. LTD.D09 Cairnhill, Orchard, River Valley, SG

9 days ago

Job description

Roles & Responsibilities

Key Responsibilities

Client Consultation : Assessing client financial goals, risk tolerance, and needs through consultations.
Investment Strategy Development : Recommending customized investment strategies and products such as unit trusts, bonds, and equities.
Portfolio Management : Building, managing, and monitoring client investment portfolios.
Financial Analysis & Research : Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries.
Market & Regulatory Updates : Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations.
Client Support : Providing regular portfolio updates, rebalancing advice, and preparing financial reports.
Client Engagement : Potentially conducting financial seminars or client events.
Collaboration : Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts.

Required Skills & Qualifications

Education : A degree in Finance, Business, Economics, Accounting, or a related field is often required.

Financial Acumen : Strong understanding of financial markets, portfolio management, and financial modelling.

Analytical Skills : Proficient in financial analysis, risk assessment, and data interpretation.

Communication : Good interpersonal and communication skills, especially when interacting with clients and internal teams.

Tech Proficiency : Strong proficiency in Microsoft Excel for financial modelling.

Personal Attributes : Self-driven, result-oriented, positive, and a team player with a high level of commitment.

Career Path

An investment trainee position serves as an entry-level role or a trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.

Tell employers what skills you have

Wealth Management

Investment Strategies

Microsoft Excel

Due Diligence

Risk Assessment

Tolerance

Investments

Economics

Accounting

Portfolio Management

Financial Modelling

Financial Analysis

Bonds

Unit Trusts

Equities

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D09 Cairnhill River • D09 Cairnhill, Orchard, River Valley, SG