We are looking for a trainee portfolio manager to join our team. In this entry-level position, you will be responsible for building strong relationships with clients and expanding your network.
Key Responsibilities:
- Utilize DISC Personality Assessment and Enneagram to enhance communication skills with clients.
- Manage client investment portfolios and make informed decisions.
- Evaluate risk and reward trade-offs across various financial instruments, such as bonds and derivatives.
- Chart investment goals for clients using their CPF and cash portfolios.
Compensation:
- Competitive base salary of $3,000 to $5,000 (before commission and bonuses)
- Attractive commission and bonus structures based on individual and team performance
- Generous annual leave and annual company trips to Asia-Pacific and Europe/USA
- Comprehensive training program to support career development, including investments, neuro-linguistic programming, and leadership.
This is an excellent opportunity to advance your career based on performance. If you have a passion for finance and are eager to learn and grow, we encourage you to apply.
Other Information
- Office 5mins walk from Telok Ayer MRT
- Working hours 10am - 5pm, 5 Days Work Week with clientele meet-ups outside office hours
About You:
- Minimum education requirement: Diploma from a local polytechnic in Singapore or a recognized degree in any field.
- Self-motivated, disciplined, and results-oriented.
- Excellent interpersonal and communication skills.
- Knowledge or interest in business finance/management is a plus.
- Positive attitude and willingness to learn.
- No prior experience required as training will be provided.
Job Type: Full-time
Salary: $3,000.00 - $5,000.00 per month
Benefits:
- Cell phone reimbursement
- Professional development
Schedule:
- Flexible hours
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
Education:
- Local Polytechnic Diploma (Preferred)
Experience:
- Investment: 1 year (Preferred)
Work Location: Hybrid remote in 39 Robinson Road, S 068911
