Investment Trainee

JSF Financial

Full-time Other-General
Apply Now
Location
kallang, central, singapore country, Singapore
Posted
July 09, 2026

Job Description

Key Responsibilities and Skills

  • Portfolio Management: Constructing and optimizing investment portfolios, as well as conducting, performing, and reviewing investment strategies.
  • Analytical Tasks: Conducting financial modeling, valuation, and research on investment performance.
  • Operational Support: Managing the middle office, documentation, and compliance with financial regulations.
  • Collaboration: Working with team members to enhance sales performance and client engagement.
  • Client Advisory: Assisting clients with financial planning, including retirement, estate planning, and tax minimization strategies.
  • Portfolio Analysis: Reviewing client portfolios to recommend asset allocation changes in line with market conditions and risk tolerance.
  • Relationship Management: Building and strengthening relationships with high-net-worth clients, s...