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Wealth Management Trainee

Remote / Online - Candidates ideally in
Singapore
Listing for: Happy Forest Pte. Ltd.
Full Time, Part Time, Contract, Apprenticeship/Internship, Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 3500 - 8000 SGD Monthly SGD 3500.00 8000.00 MONTH
Job Description & How to Apply Below

Role Description

This is a full-time hybrid role for a Wealth Management Trainee located in Singapore, with flexibility for remote work. As a trainee, you will work with clients to develop and implement financial strategies, investment planning, and risk management strategies. You will also be responsible for performing research, conducting quantitative analyses, and communicating analyses to clients. You will work with various stakeholders in the organization to meet client needs and provide recommendations.

Qualifications

  • Bachelor's degree in finance, Accounting, Economics, Business Administration, or a similar field.
  • Strong analytical skills and proficiency with Microsoft Excel.
  • Excellent written and verbal communication skills.
  • Ability to work collaboratively in a team environment and build strong relationships with colleagues and clients.
  • A passion for finance and investments, and a desire to learn and grow in the industry.
  • Critical thinking, problem-solving, and time management skills.
  • Candidates with relevant certifications (e.g., CFA, CPA, or CFP) are highly preferred.

Job Types: Full-time, Part-time, Contract, Temporary, Student job

Contract length: 24 months

Pay: $3,500.00 - $8,000.00 per month

Expected hours: 44 per week

Benefits:

  • Flexible schedule
  • Professional development

Schedule:

  • Day shift
  • Early shift
  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Signing bonus
  • Yearly bonus

Work Location:

Hybrid remote in Singapore 189773

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