Position: Wealth Management Trainee

Industry: Financial

Location: Scotts

As a Wealth Management Trainee, your primary job responsibilities are as follows:

• You will be responsible to gather relevant financial information of the customers, further analyze or review based on the financial data given
• Understanding of customers needs and train of thoughts
• Evaluate and share with customers the areas that require attention
• You will also be providing personalized financial instruments and solutions to the customers that will be suitable for them based on the information gathered
• Constantly build customer relationship and actively engage them by providing support & guidance.

What you can look forward to

• 1 to 1 mentorship and guidance along the way
• Comprehensive training provided (on product knowledge & soft skills)
• Cross team sharing with industry veterans
• Specially designed processes to guide trainees
• Allowances, commissions and incentives
• Vibrant working environment and supportive peers
• Various out-of-office bonding & sharing sessions
• Flexible working hours to promote work-life balance
• Strong career advancement

What is required?

• Min of 21 years old (Singaporeans / PR)
• GCE A Levels / Diploma or equivalent qualification
• Relevant Capital Markets and Financial Advisory Services (CMFAS) certifications (M5, M9, M9A, HI)
• You will be sponsored for these certifications with relevant training and support
• Highly motivated individuals
• Good interpersonal skills with customer-centric mindset

Please submit your updated resume in Word format by using the Apply Now Button.

We regret that only shortlisted candidates will be notified.

Alternatively, you may email your resume to alvin.chua@peopleprofilers.com

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.

Tel: 6950 9724 / +65 9827 9117

http://www.peopleprofilers.com

Job Reference No: QY5WXR9V

EA License Number: 02C4944

Registration Number: R21100091

Posting Personnel: Chua Yi Khiang, Alvin