This job offer is not available in your country.

Investment Management Trainee - J.S.F

J.S.FD12 Balestier, Serangoon, Toa Payoh, SG

9 days ago

Job description

Roles & Responsibilities

Key Responsibilities

Client Relationship Management : Build and maintain long-term relationships with individual and corporate clients, understanding their needs and financial objectives.
Portfolio Management : Learn to manage and monitor investment portfolios, from analyzing client profiles to making recommendations for financial instruments like equities, bonds, and derivatives.
Market Analysis : Study and analyze financial markets, investment funds, and economic conditions to identify investment opportunities.
Financial Solution Development : Help create personalized investment solutions to meet client needs, including areas like wealth preservation, estate planning, and risk management.
Sales and Business Development : Develop sales and advisory skills through client interactions and participate in events to expand the client network.
Support and Research : Provide support to senior wealth advisors, assist with research, prepare performance summaries, and track market data.

Key Skills and Qualifications

Communication and Interpersonal Skills : Excellent ability to build rapport with clients and communicate complex financial information clearly.

Analytical Skills : Strong aptitude for analyzing financial markets, investment products, and client needs.

Drives and Ambition : A self-motivated, ambitious individual with a strong drive to learn and succeed in the finance industry.

Adaptability and Willingness to Learn : Eagerness to acquire new knowledge and skills through training and on-the-job experience.

Training and Development

Mentorship : Receive guidance and support from experienced wealth advisors.

Formal Training : Participate in in-house and external training programs by fund houses to learn about investment products, financial planning, and client management.

Professional Development : Engage in communication, leadership, and personal development courses to foster career growth.

Tell employers what skills you have

Wealth Management

Sales

Leadership

Derivatives

Financial Planning

Wealth

Risk Management

Mentorship

Adaptability

Estate Planning

Bonds

Wealth Preservation

Personal Development

Equities

Create a job alert for this search

Management Trainee • D12 Balestier, Serangoon, Toa Payoh, SG