Investment Management Trainee

Job Description

The entry position before becoming a portfolio manager. Your job as a trainee will be to develop good relations with clients and learn to expand your network with clients.

Learn and utilise DISC Personality Assessment + Enneagram to improve your communication with clients.

Manage and make critical decisions on clients investment portfolio

Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc)

Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.