643 Investment Management jobs in Singapore

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.

Kickstart Your Career in Wealth Management

Join us as an Investment Management Trainee and gain hands-on exposure to top global fund houses like JP Morgan, Allianz, Schroders, and Eastspring. This is your chance to learn, grow, and build a future as a licensed investment specialist.

What You'll Do:

• Support client engagement and portfolio planning activities.
• Learn how top investment solutions are structured and presented.
• Develop sales and advisory skills by interacting with clients.
• Participate in training sessions and real-world projects to accelerate your growth.

Who We're Looking For:

• Ambitious undergraduates with mettle, ownership, and drive.
• Curious about personal wealth management and investment advisory.
• Open to sales-oriented roles and client-facing opportunities.
• Eager to learn and take initiative in a fast-paced environment.

Why Join Us:

• Direct exposure to top global fund houses.
• Hands-on, real-world experience beyond the classroom.
• Mentorship from experienced investment professionals.
• Attractive performance incentives and clear career progression.

Apply Now and take ownership of your journey toward becoming an investment specialist

Pay: $1, $4,000.00 per month

Benefits:

• Professional development

Education:

• GCE 'A' Level or equivalent (Required)

Work Location: In person

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Join Our Team as an Investment Management Trainee—Empower Clients, Build Your Future

Location: Singapore | Full-Time | Attractive Allowance + Commission & Bonuses

Are you passionate about helping people achieve financial freedom? Do you thrive in a dynamic environment where your expertise makes a real impact? If so, we want YOU on our team

Why Join Us?

Uncapped Earning Potential: Allowance + lucrative commission structure

Growth & Development: Ongoing training and career advancement opportunities

Supportive Team Culture: Work with industry experts in a collaborative environment

Flexible Work Arrangements: Hybrid options available

Your Role

As a Investment Management Trainee, you will:

Provide expert financial advice tailored to client goals

Develop and maintain long-term client relationships

Analyze financial situations and recommend strategies for wealth growth, retirement planning, and risk management

Stay ahead of market trends and financial products to provide the best solutions

Who You Are

Driven and results-oriented

Excellent communicator and relationship builder

A problem solver who thrives in a fast-paced environment

Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent (CFP, CFA, or equivalent is a plus)

Aspires to be an entrepreneur and has the ambition to succeed

Perks & Benefits

Competitive compensation package + commission + bonuses + incentive trips. (depending on individual and team performance)

Personal development plans. Designed with considerations of your individual strengths and business needs.

Mentorship from top professionals

Fast career track into management role.

Comprehensive training program on financial skills and concepts.

Ready to take the next step? Apply today and start shaping your clients' futures—while securing your own

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.

Responsibilities
Customer Engagement:
Build and maintain strong relationships with customers.
Provide excellent customer service and address inquiries regarding financial products and services.
Actively engage in cross-selling and upselling financial products to meet sales targets.
Product Knowledge:
Stay updated on the bank's products and services.
Effectively communicate product features and benefits to customers.
Assist customers in selecting the right banking products to meet their financial needs.
Sales Targets:
Achieve and exceed monthly sales targets.
Identify opportunities for revenue generation and actively pursue them.
Collaborate with team members to enhance overall sales performance.
Documentation and Processing:
Assist customers in completing necessary documentation for various financial transactions.
Ensure accuracy and compliance with financial regulations in all customer interactions.
Process the forwarding of account openings, loan applications, and other financial transactions efficiently.
Compliance:
Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.
Ensure that all customer interactions and transactions comply with internal policies and external regulations.
Problem Resolution:
Address and resolve customer issues and complaints in a timely and effective manner.
Collaborate with other departments to resolve complex customer inquiries.
Team Collaboration:
Work closely with team members to achieve overall goals.
Participate in team meetings and contribute to a positive team environment.
Market Research:
Stay informed about industry trends, market conditions, and competitor offerings.
Provide feedback to management regarding customer preferences and market demands.
Training and Development:
Participate in ongoing training programs to enhance product knowledge and sales skills.
Share insights and best practices with team members to improve overall performance.
Qualifications
Local diploma or A Levels; bachelor's degree in business or related field is a plus.
Strong interpersonal and communication skills.
Knowledge of banking products and services.
Ability to work in a target-driven environment.
Attention to detail and strong organizational skills.
#J-18808-Ljbffr

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.
#J-18808-Ljbffr

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.