全职 Investment Planning Trainee 工作, 薪水 up to SGD 5,000, Wealth Asia 公司招聘中 - Ricebowl

Gain hands-on exposure to investment planning and wealth management while learning how financial consultants work with clients to understand their financial objectives.

You will receive guidance from experienced consultants and gradually build your understanding of investment concepts, client servicing, and financial planning. No prior industry experience is required.

What You’ll Learn:
Fundamentals of investment and wealth planning

Basic financial market and investment concepts

Client communication and relationship management

Preparation for client planning discussions

Practical approaches to understanding client needs

Key Responsibilities:
Support consultants with client preparation and follow-ups

Assist with investment and wealth planning activities

Participate in client outreach and engagement

Help prepare relevant information for planning discussions

Attend training sessions, team discussions, and learning activities

Requirements:
Local Diploma, A’ Levels, or Degree in any discipline

Students and fresh graduates are welcome

Interest in finance, investment, or wealth management

Positive attitude with a willingness to develop new skills

At Wealth Asia, we understand that navigating your financial future can feel overwhelming. That's why we offer a holistic approach to wealth management, combining powerful solutions with personalized guidance.

Think of us as your financial partner, here to simplify the complex and streamline the process.