Wealth Management Trainee

In this role, you will be exposed to the world of wealth accumulation and protection. You will learn how people can grow their money via various financial instruments and products designed for such purpose and the different ways individuals can diffuse potential risks of income loss.

• Work life balance
• Progressive career path
• Comprehensive training and coaching provided
• Travel opportunity.

Job Scope:

• Client acquisition and relationship management
• Work closely with team to managing clients' portfolio, perform data analysis
• Follow on an existing list of clients and also establish a new client base. 
• To conduct a regular meeting with potential customers
• Maintain customer loyalty and promote identity by providing excellent customer service through regular updates and reviews with customers on services/information
• Develop and strengthen long-term relationships with customers.

Job Requirements:

• Candidate must possess at least a Recognized Diploma/Degree in any field
• Must be 21 and above (According to MAS requirement)
• Required language(s): English, Mandarin (as we deal with mandarin speaking clients)
• Pro-active, a good listener, people-oriented
• Willingness to learn as comprehensive training provided
• Singaporeans and PR only