Portfolio Servicing Associate Trainee (Wealth Management)

Years of Experience
1 yr

Job Description

Many a times, we find ourselves in an organisation that focuses on work and results but neglecting the well-being of the employees or the team that make it successful.

In our firm, we believe in team building and finding the right balance between work and play. With happiness of the team taken care of, they will be able to give their all when it is down to getting result and therefore, we have many individuals who joined us many years back are still enjoying the work they are doing.

As a Portfolio Servicing Associate Trainee, you are expected to:

  • Attend to the needs of our existing pool of clients
  • Learn and understand the different products and solutions available
  • Constantly update and keep track with market development
  • Set appointments
  • Engage with clients to assist them with their enquiries and propose customised solutions
  • Prepare proposals and present to client when required
  • Liaise and coordinate with clients on their paperwork

You should possess the following qualities or show potential of being:

  • A team player
  • Resourceful
  • Ethical and compassionate
  • Willing to step out of comfort zone
  • Dedicated and able to perform ad-hoc requirements

Successful candidates can expect:

  • Basic Incentive with Commission [ $40-80k annually ]
  • Company Trips – Europe & Asia
  • Career Progression
  • Dedicated Training
  • Regular market updates
  • Flexible Working Time

Candidate Criteria:

  • Completed Diploma / Degree
  • Singaporean only
  • Little or no work experience may apply

If you think you belong in this dynamic team, send in your resume. Only shortlisted candidates will be contacted for an interview.

About the company

Legacy FA Pte. Ltd. is a Financial Advisory firm based in Singapore, providing financial advisory services in the areas of investment, insurance, retirement, corporate pensions, group employee benefits, business continuation and general insurance.

Job Type



Banking / Financial Services



Diploma / Degree
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