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1 jobs in Singapore
Wealth Management Trainee
DY Associates | Singapore - HarbourFront
Posted 1 day ago  |  6 views
Education Level
Diploma
Industry
Sales / Marketing / Retail - Sales - Financial Services
Skills
Interpersonal Skills,Sales Driven,Customer Service Oriented

Experience
No experience needed

Job description

Job Description

  • Receive comprehensive training on financial products and services, client relationship management, and financial planning.
  • Assist in analyzing clients' financial situations and develop personalized strategies to help them achieve their goals.
  • Build and maintain long-term relationships with clients.
  • Gain expertise in investment management, retirement planning, insurance solutions, and wealth preservation strategies.
  • Participate in regular performance reviews to ensure your development and career progression.

 

Benefits

  • Flexible work arrangements
  • A combination of structured learning and hands-on training to develop skills and knowledge
  • One-on-one mentoring using tested and effective models

 

Pre-Requisites: 

  • Local diploma or degree in any field
  • Able to work independently and in a team environment
  • Independent, motivated, inventive with positive attitude