Key Responsibilities
• Learn portfolio construction and asset allocation strategies
• Analyse global financial markets and investment trends
• Assist in designing investment solutions for clients
• Support senior advisers in portfolio reviews and client servicing
• Participate in client meetings and investment discussions
• Build relationships with new clients through networking and referrals
• Develop knowledge across investment funds, equities, fixed income, and structured solutions
• Stay updated on macroeconomic developments and market movements
Training & Development
Trainees will receive structured development including:
• Investment fundamentals and portfolio construction
• Financial market analysis
• Client advisory and relationship management
• Sales and communication skills
• Estate and wealth planning concepts
• Licensing preparation (CMFAS modules)
