Investment Planning Trainee

Gain hands-on exposure to investment planning and wealth management while learning how financial consultants work with clients to understand their financial objectives.

You will receive guidance from experienced consultants and gradually build your understanding of investment concepts, client servicing, and financial planning. No prior industry experience is required.

What You’ll Learn:

• Fundamentals of investment and wealth planning
• Basic financial market and investment concepts
• Client communication and relationship management
• Preparation for client planning discussions
• Practical approaches to understanding client needs

Key Responsibilities:

• Support consultants with client preparation and follow-ups
• Assist with investment and wealth planning activities
• Participate in client outreach and engagement
• Help prepare relevant information for planning discussions
• Attend training sessions, team discussions, and learning activities

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Students and fresh graduates are welcome
• Interest in finance, investment, or wealth management
• Positive attitude with a willingness to develop new skills