Wealth Management Trainee (Entry Level/Mid Career Switch)

Are you looking for a New sustainable career or mid career switch to explore better career opportunities?

Embark on an exciting career in wealth management with a leading financial services firm in the Central Region. As a Wealth Management Trainee, you will play a vital role in supporting our clients' financial goals and aspirations. This full-time position offers extensive training and development opportunities to help you become a successful wealth management professional.

• Client acquisition and servicing in delivering high-quality financial planning and investment advisory services to individual and corporate clients

• Conduct client research, profile analysis, and investment product research to identify suitable solutions

• Prepare comprehensive financial reports, proposals, and presentations for clients

• Liaise with internal teams and external partners to ensure seamless cli...