Investment Management Trainee (Training Provided)

location_onLocation

eventCompletion Date

Before Mon, 30 Nov 2026 (Anytime)

scheduleDuration

1 hour

descriptionDescription

I am looking for an Investment Management Trainee (Training Provided) who is eager to learn about wealth management and financial planning for high-net-worth individuals. Task Description: - Learn to conduct wealth and investment advisory conversations under supervision. - Support client reviews and provide updates on market movements. - Build client relationships through various outreach methods. - Gain foundational knowledge for personal investment management through a hybrid learning approach. Skills and Experience Required: - Strong communication skills and a high willingness to learn. - Coachable, consistent, and goal-driven with comfort in a client-facing environment. - Above 21 years old with a local Diploma. - Ability to commit to a part-time program that allows for concurrent work or study.

groupHeroes Required

10