Wealth Management Trainee

About the role

The Wealth Management Trainee program offers recent graduates practical exposure to investment and wealth management solutions within a leading financial services firm in Singapore. You will learn how insurance integrates into comprehensive wealth planning and gain insight into private banking for high‑net‑worth clients.

Key responsibilities

• Participate in client meetings, presentations, and financial planning discussions.
• Develop understanding of clients' financial goals and assist in creating suitable wealth strategies.
• Receive structured training, coaching, and mentorship from experienced professionals.
• Build a professional network within the financial services industry.
• Enhance communication, presentation, relationship management, and business development skills.

Required profile

• Recent university graduate or graduating student.
• Curious about wealth management, investments, and financial markets.
• Ambitious, motivated, and comfortable in a performance‑driven environment.
• Confident communicator who enjoys engaging with people.
• Entrepreneurial, proactive, and responsible for personal development.
• Critical thinker with a long‑term client mindset.

Required skills

What we offer

• Structured training, coaching, and mentorship.
• Opportunities to develop a professional network in finance.
• Exposure to wealth management, private banking, and insurance integration.