426 Investment Management jobs in Singapore

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

We are excited to announce the launch of our Asset Management Insights Program (AMIP) for 2025. Interested candidates may apply and choose to start anytime between January 2025 and December 2025. We welcome applications from individuals of all backgrounds.

To Apply:

Please include the following in your application:

• Your resume
• Your desired internship duration
• Your expected allowance

Program Overview:

This program is ideal for individuals with interests in areas such as Wealth Management, Investments, Personal Finance, and related fields.

Job Description:

Participants in the AMIP will have the opportunity to:

1. Learn from a Fund Manager
   
   Gain deeper insights into investment concepts and techniques from a fund manager's perspective.
2. Engage with Wealth Specialists
   
   Understand various financial products used in portfolio construction.
3. Network with an Investment Lawyer
   
   Learn about regulatory aspects of funds and private equity.

Training & Career Prospects:

Candidates will undergo a structured training program covering wealth management sales, operations, and portfolio construction. This program is particularly beneficial for those aspiring to build careers as Relationship Managers or Wealth Managers in financial institutions, such as banks.

Additionally, participants will explore common wealth management instruments employed by banks and learn how high-net-worth individuals use these tools to construct comprehensive financial portfolios.

Important Notes:

We encourage individuals from diverse educational and personal backgrounds to apply.

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.

We are excited to announce the launch of our Asset Management Insights Program (AMIP) for 2025 . Interested candidates may apply and choose to start anytime between January 2025 and December 2025. We welcome applications from individuals of all backgrounds.

To Apply:
Please include the following in your application:

• Your resume
• Your desired internship duration
• Your expected allowance

Program Overview:
This program is ideal for individuals with interests in areas such as Wealth Management, Investments, Personal Finance, and related fields.

Job Description:
Participants in the AMIP will have the opportunity to:

1. Learn from a Fund Manager
   Gain deeper insights into investment concepts and techniques from a fund manager’s perspective.
2. Engage with Wealth Specialists
   Understand various financial products used in portfolio construction.
3. Network with an Investment Lawyer
   Learn about regulatory aspects of funds and private equity.

Training & Career Prospects:
Candidates will undergo a structured training program covering wealth management sales, operations, and portfolio construction. This program is particularly beneficial for those aspiring to build careers as Relationship Managers or Wealth Managers in financial institutions, such as banks.

Additionally, participants will explore common wealth management instruments employed by banks and learn how high-net-worth individuals use these tools to construct comprehensive financial portfolios.

Important Notes:
We encourage individuals from diverse educational and personal backgrounds to apply.

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.

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.

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.