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Investment trainee at CORNERSTONE ADVISERS PTE LTD

Singapore, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

27 Oct, 25

Salary

5000.0

Posted On

28 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Good communication skills

Industry

Financial Services

Description

Key Responsibilities:

Sales Skills Development: Learning to prospect, qualify leads, and build client relationships.
Investment Knowledge: Gaining an understanding of various investment products, market trends, and financial analysis.
Client Interaction: Potentially assisting with client meetings, portfolio reviews, and providing investment advice.
Departmental Rotations: Working in different teams (e.g., risk management, trading, operations) to gain a holistic view of the business.
Administrative Tasks: Assisting with paperwork, data entry, and other tasks to support the sales and investment teams.
Performance Monitoring: Tracking sales targets, investment performance, and client portfolio growth.

Responsibilities

Sales Skills Development: Learning to prospect, qualify leads, and build client relationships.
Investment Knowledge: Gaining an understanding of various investment products, market trends, and financial analysis.
Client Interaction: Potentially assisting with client meetings, portfolio reviews, and providing investment advice.
Departmental Rotations: Working in different teams (e.g., risk management, trading, operations) to gain a holistic view of the business.
Administrative Tasks: Assisting with paperwork, data entry, and other tasks to support the sales and investment teams.
Performance Monitoring: Tracking sales targets, investment performance, and client portfolio growth