Job Description

Key Responsibilities

Client Consultation:

Assessing client financial goals, risk tolerance, and needs through consultations.

Investment Strategy Development:

Recommending customized investment strategies and products such as unit trusts, bonds, and equities.

Portfolio Management:

Building, managing, and monitoring client investment portfolios.

Financial Analysis & Research:

Conducting financial analysis, evaluating asset performance, developing financial models, and researching industries.

Market & Regulatory Updates:

Staying informed on market movements, economic trends, and new investment products, ensuring compliance with regulations.

Client Support:

Providing regular portfolio updates, rebalancing advice, and preparing financial reports.

Client Engagement:

Potentially conducting financial seminars or client events.

Collaboration:

Working with product specialists and research teams to enhance client offerings and supporting investment origination efforts.
Required Skills & Qualifications

Education:

A degree in Finance, Business, Economics, Accounting, or a related field is often required.

Financial Acumen:

Strong understanding of financial markets, portfolio management, and financial modelling.

Analytical Skills:

Proficient in financial analysis, risk assessment, and data interpretation.

Communication:

Good interpersonal and communication skills, especially when interacting with clients and internal teams.

Tech Proficiency:

Strong proficiency in Microsoft Excel for financial modelling.

Personal Attributes:

Self-driven, result-oriented, positive, and a team player with a high level of commitment.
Career Path


An investment trainee position serves as an entry-level role or a trainee program for recent graduates. It is a stepping stone to more advanced positions such as investment analyst, portfolio manager, or fund manager.